🔬 Baseline Drift

Hi Doug - 

We've struggled with some of the limitations of the current baseline functionality within Workfront. In general my perspective is that if we don't capture the baseline "automatically", then we cannot count on it being done for reporting purposes. (we have lots of evidence to support this)

A while back we rolled out a Fusion automation to capture baselines when specific key tasks were completed. This has enabled us to more consistently capture baselines. We built logic into Fusion to determine which of the baselines was "default" based on the task that is marked complete; the Fusion scenario is triggered based on changes to the task record.

We also recently started capturing a baseline for active projects on a weekly and monthly basis via a scheduled Fusion scenario.

I've included screenshots from both scenarios below for reference.

To your larger question, it would be awesome to compare changes over time in a consolidated report. Our current approach uses the task completion to ensure we get an "original" baseline and then can track changes over time. It would be great to quickly filter the data to what is interesting and be able to compare baselines to each other and to current in reports.

Jason

Fusion triggered based on task changes (the below are the 2 modules that relate to baseline creation)

The nightly fusion job to capture weekly and monthly baselines.