Skip to main content
Dassian

How to Approve a Baseline

Goal

After completing this how-to you will have learnt how to approve a baseline, this process is the same regardless of whether this is the initial baseline setup or a baseline change.

First Step

Begin by accessing the Planning and Budgeting Dashboard.

Essentially this dashboard outlines a specific budgeting process which encompassed not only the setup of an initial baseline for a project, but if followed in its entirety will also facilitate a baseline change. 

Clicking on the tile labeled "Approve Baseline" within the Baseline Planning / Revision Process will launch the Baseline Approver Workbench in a new window. This application will be used to approve all the resources for Work Packages within the Control Accounts which the user is responsible for.

Note that it is also possible to Launch the Baseline Approver Workbench by clicking the tile labeled "Baseline Approver Workbench".

 

Second Step

For a detailed guide about how to use the Baseline Approver Workbench to approve (or reject) Control Accounts, see the following guide;

Baseline Approver Workbench

What's Next

Inform the Project Analyst that the baseline has been approved.

Note that the current status of the Control Accounts is always live and visible in the workbench at any time.

  • Was this article helpful?