Baseline - Reporting

[KristofferMi1]

We are new to Workfront and our now kicking off Projects.  Our Project Managers are interested in using the Baseline to capture schedule changes.  When we look at the reporting options for Baseline Reports, it's somewhat confusing.  What we are wanting is a report that a Project Manager could pull where they would see their projects and the captured baselines showing which tasks were late and how many days were impacted.  Is this possible?

[ScottMo1]

Hi KristofferMi1,

This is absolutely possible.   We run our performance metrics based off of the performance to Baseline as well as performance to project Planned Completion date.   To get the baseline information it is a bit tricky, you have to add some custom fields to get it.  You will need to add this custom information on the task level (we have this as part of our template for tasks)

Here are the custom fields and calculations you need:

Calculated Field:   Baseline Planned Completion Date  {defaultBaselineTask}.{plannedCompletionDate}

Calculated Field:  Baseline Planned Completion Date vs Actual Completion Date    

ROUND(DATEDIFF({actualCompletionDate},{defaultBaselineTask}.{plannedCompletionDate}))

Then we added an indicator - Off-Baseline Status to let us know if it is late or not.

We could not get the report to show the data exactly as we needed it and other visuals that we use so we use AtAppStore's Magic Report solution to present the data in a nice graphical and tabular format per portfolio.

Hope this helps.

[KristofferMi1]

Thank you Scott!  I will document this and give it a try.