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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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    19 replies

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    JamesBe1
    Level 4
    January 15, 2019
    If I'm reading what you want correctly, you should try using a TASK report with a column for "Default Baseline Task: Planned Completion Date" and a field for "Actual Completion Date". I believe the default baseline task object points at the most recent baseline taken by default. James Bender Jackson/JTS
    Doug_Den_Hoed_AtAppStore
    Community Advisor
    Doug_Den_Hoed_AtAppStoreCommunity Advisor
    Community Advisor
    January 15, 2019
    Hi Jill, Further to James' suggestion, here's a "https://support.workfront.com/hc/en-us/articles/217517647-View-Baseline-Variance-for-Duration-and-Planned-Work-in-a-Task-View">help article from which you can snitch the report view. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads
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    JillAcAuthor
    Level 10
    January 15, 2019
    THANK YOU! I'm a little excited so I haven't fully vetted this yet but I'm pretty sure the answer was TASK REPORT. I'm not even going to backtrack what I did before, but this seems like it's right. Now the hard part – how to get people to 1-abide their deadlines and 2-mark things done when they are done.
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      JillAcAuthor
      Level 10
      January 15, 2019
      One more question. I'm trying to make a calculated column in the report and I've tried a few ways from the Help area but none are working. Can anyone tell me where this is wrong? I want the difference in days between the two dates in my report: Default Baseline Task: Planned Completion Date and Actual Completion Date. displayname=Planned Completion Variance textmode=true valueexpression=WEEKDAYDIFF({defaultBaselineTask:plannedCompletionDate},{actualCompletionDate}) valueformat=HTML Thanks! Jill Ackerman
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      JamesBe1
      Level 4
      January 15, 2019
      How about WEEKDAYDIFF({defaultBaselineTask}.{plannedCompletionDate},{actualCompletionDate}). James Bender Jackson/JTS
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      JillAcAuthor
      Level 10
      January 15, 2019
      That was it! Thank you so much! Jill Ackerman
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      JillAcAuthor
      Level 10
      January 16, 2019
      Just to add one more thing that I wasn't able to find in the Help screens in case anybody is interested in this topic, which isn't well documented that I can find. When you set the Project from Planning to Current the Baseline is set and doesn't change no matter what you do to the plan. However, if you change it back to Planning, make changes, and then Current, the Baseline changes to the latest Plan, so you lose your original Baseline. I believe (haven't tried it) there is a way to add a new baseline so the original baseline remains, but I need to spend more time playing with this to understand how that works and then how to select the original Baseline field for the report. Jill Ackerman
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      Anonymous
      January 16, 2019
      Jill, I actually just did this on a project. If you go into the "more" tab and choose baseline, you can add a new baseline. Then you can set a default. I was playing around with reports and the report will pull off the baseline default. That might work for what you are trying to do. Carrie Nunemaker Arkansas Administrative Office of the Courts
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      JillAcAuthor
      Level 10
      January 16, 2019
      Thank you! That piece of information will save me a lot of time! Now I have to train admins to do a new baseline every time they do a big adjustment to a project. What I really wish for is the ability to choose to temporarily turn off notifications so that you can adjust a project without sending out new notifications to everyone. Jill
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      jalpamody
      May 8, 2024

      Just change the status to planning when doing any adjusments to the project plan. Once done change the status back to current. This wont send notifications. Hope this helps!

       

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      Anonymous
      January 16, 2019
      I completely agree with that suggestion! I've freaked my share of people out when adjusting project plans! lol Carrie Nunemaker Arkansas Administrative Office of the Courts
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