Milestone Reporting

hi Kimberly, For us it ended up being a compromise. The way automatic baselines works is that Workfront sets a new default baseline whenever certain conditions are met (e.g. if the PM takes the project into Project Setup and then back to Active status). Most times, we really only want to look at the Original baseline, the one that was automatically set the first time this happened. This is why i mentioned above, as a note to Workfront: it would be nice if the automated baselines functionality worked differently. Our workaround was to leave the automatic baselines functionality turned on. We instead ask for the commitment of our PMs that at the end of the project, they go into the baseline tab and re-set the default baseline to what it"s supposed to be. And we use the resulting data as historical analysis of how our projects went. Yes: it"s a little more admin work. It"s one more task at the end of the project template that says "set your default baseline before you close your project", and I definitely agree that Project Owners have a lot of these little admin steps. We"re fortunate that leadership sees the value in doing this step, and that our project owners are all really great people. Ultimately we do have teams that would like to use this as more of an in-the-moment tool, to see milestones shifting over the life of a project. Changing the way automated baselines behave would go a long way to making this possible. Frankly I haven"t been able to think of a reason why it"s beneficial to have the default baseline automatically changing -- but that"s just because we so strongly need for it to behave in the way I mentioned, because that"s just how our projects work.

Narayan, thanks! You and I are in agreement, the Milestone view in reporting isn't showing the right information and can't be configured to do so. But it's pretty. And for some teams that's almost more important. The colors and the way everything is distinguishable really makes it nice to use. The compromise is, you just have to only want to see what's there. :) -skye

Skye thank you so much for posting it! I will definitely try to set something like that for my company. Marta Marta Sowa

Hi @KIMBERLY REA‚ , am wondering how this turned out; has it been viable for your teams or leadership? We"re not using the baseline feature and am curious how this went before spending time going down this potential rabbit hole.