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JillAc
Level 10
January 15, 2019
Question

Baseline Task report

  • January 15, 2019
  • 19 replies
  • 3257 views
Hi I am in desperate need to figure out how to report on tasks Baseline vs Actual. I have the setup to automatically create a baseline for every project and include it in all templates. Yet, I can't seem to get a report by Task. I've tried searching everywhere, I've tried to create a Baseline Report, I've tried some custom columns that are found in the Help section, none of this is giving me what I need to see where tasks are slipping and who is responsible for those tasks. Very simply what I want is this: when a project turns from Planned to Current the baseline should be set for all tasks in the project. Then I want a report with these columns: Filter by Portfolio + Status=Complete Columns: Project Name Task Name Planned Completion Date from the Baseline Actual Completion Date Assigned To: Name Any help I could get on this would be huge for me. Thanks! Jill Ackerman
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    SkyeHa
    Level 10
    January 16, 2019
    are you talking about task notifications? Can you just put the project back into setup status and make it active when you're done adjusting? Just use any of the below statuses that equate to not active? "https://support.workfront.com/hc/en-us/articles/216668548-Understanding-Project-Statuses" title="https://support.workfront.com/hc/en-us/articles/216668548-Understanding-Project-Statuses">https://support.workfront.com/hc/en-us/articles/216668548-Understanding-Project-Statuses -skye
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    JillAcAuthor
    Level 10
    January 17, 2019
    I don't have Setup status but I'm guessing it's the same as Planning. When I put the project into Planning and then back to Current the baseline resets to the new plan (which means we lose the original plan and he entire reason to replan is because it's so late that the project needs new deadines) and then means we have to manually set a new baseline and make the old baseline the default. The good part is by doing that the notifications don't go out (except that horrible "Your project is now Current" which makes everyone crazy because they always thought it was Current and can't figure out why I am relaunching it) but the bad part is that the baseline has to be redone. So either way, it's not ideal. Jill Ackerman
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    SkyeHa
    Level 10
    January 17, 2019
    yep, that's it: find a status (per the help page) that won't send out notifications and use that one. But you are right: there's definitely a compromise there between baselines and getting notifications. You have to pick your poison. -skye
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    JillAcAuthor
    Level 10
    January 18, 2019
    Hi I can't see how you can change the default Baseline. I put my project into Planning, while in Planning added a new baseline and it asked if it should be default. I did not check the box. Then I made the project current and a third baseline was created and it automatically became the default without asking. I don't see any way to edit the baseline. I suppose I could delete the 2 newest baselines, but that seems kind of odd too. Jill Ackerman
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    SkyeHa
    Level 10
    January 18, 2019
    @Jill Ackerman , if you are in the baseline tab and in the Standard View, just click twice on the default baseline cell for that row -- one to select it, and the second one to change it. (just like regular inline editing) -skye
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    JillAcAuthor
    Level 10
    January 18, 2019
    Weirdly it just doesn't work for me. I'm going to call support about this. Thanks!
    J
    JillAcAuthor
    Level 10
    January 18, 2019
    Oh wait I missed the part about Standard View. Ah ha!! THANK YOU. Jill
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    MirandaRa1
    Level 4
    March 5, 2019
    Hi Jill, I made the report....but, when i switch to standard view the baseline tab disappears - am i missing something here? Thanks in advance! Miranda Rais GVC
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    JillAcAuthor
    Level 10
    March 5, 2019
    I made a Task Report and used columns and one calculated column. I filtered by Actual Completion Date is Greater Than a certain date so I wouldn't see too many old things, Complete Projects only and where Parent ID is not blank (to eliminate those parent tasks that don't have assignments) Project: Name Parent Task Name Baseline Planned Completion Date Actual Completion Date Assigned to: Name Planned Completion Variance -- Text mode: displayname=Planned Completion Variance textmode=true valueexpression=WEEKDAYDIFF({defaultBaselineTask}.{plannedCompletionDate},{actualCompletionDate}) valueformat=HTML Jill Ackerman
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