Possible to create Automatic Baseline for project

Question

Hi,

Is it possible to create an automatic baseline for projects? As far as I know, it is usually required to be created manually.

If the plan is changed or updated, it can result in missing the project's final delivery date.

NOTE: AT PRESENT WE DO NOT HAVE FUSION!

Best regards,

Richard_Le_ · Accepted Answer

Hi Kundan,

The only option you have without Fusion is to utilise the "Create Baselines Automatically" setting in the project preferences of the setup area. When this is enabled, a Baseline will be created everytime a project status is changed to Current.

If you can educate your Project managers to change the project status to planning when making changes, and then back to current when the updated plan is ready, then Workfront will auto capture these changes in a baseline.

Best Regards,

Rich.

Doug_Den_Hoed__AtAppStore · Answer

Hi Kundan,

In addition to Fusion (for those who have it), I can suggest several options:

The EASIEST is to train your PMs to "flip" to Current when needed as @richard_le_ expertly outlined in his post
The BEST is to us our Baseline+ solution to automatically create Baseline(s) for the desired Project(s) -- whether default or not, and including additional information not otherwise present in Workfront natively -- that can later be used for Margin analysis via our AFA Burn Report solution
The FASTEST is to use our Create Baselines solution is to automatically create a baseline for multiple Workfront projects on a scheduled basis
The LIGHTEST is to adapt this Targeted Auditing technique to create a calculated custom parameter that tracks the Project's latest Planned Completion Date whenever it changes (assuming that is sufficient for your requirements, vs a full-blown Baseline)

Regards,

Doug

Sign up

Login with SSO

Login to the community

Login with SSO

Scanning file for viruses.

This file cannot be downloaded