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How to Create a Baseline Change for a Project

Goal

After completing this how-to you will have learnt how to create a baseline change for a project.

First Step

Begin by accessing the Planning and Budgeting Dashboard.

Essentially this dashboard outlines the process which if followed in its entirety will facilitate a change the project baseline. 

Second Step

The process begins by setting up a new working version of the baseline based on the current approved version, this is done by clicking on the tile labeled "Copy Approved to Working version" the details of this step are here How to Copy the Approved Baseline version to the Working Baseline version

Third Step

Next, click on the tile labeled "Apply Baseline Changes" this will launch the Baseline Workbench in a new window. This application is used to change any particular resources for the Work Packages within the Control Accounts which the user is responsible for.

For a detailed guide about how to use the Baseline Workbench to create or change resources and submit them for approval, see the following guide;

Baseline Workbench

Once all the required work packages are changed and the Baseline has been sent for approval, a Change Request Number will need to be created in anticipation of the approval. This Change Request number will be needed when copying the approved working baseline version into the approved baseline version.

Click the tile labeled "Create Change Request"

The application for creating a Project Change Request will be opened, in the titlebar the Change Request Number being created will be shown. Make a note of this number.

Then following the steps to fill out the form;

  1. Enter the WBS number of the Control Account for which the Baseline is being created, if this happens to be for the entire project, use the top level WBS, you will be prompted to confirm the Project Definition which has been derived for the WBS entered and the currency associated with this.
  2. Enter a short description for the Change Request
  3. Enter any detailed information for the Change Request
  4. Click on Save

What's Next

Inform the applicable Project Manager that the baseline change is ready for approval.