Managing Projects

When connected to a P6 EPPM database: P6 Professional uses a job service to create the baseline. This means that you can carry on working while the baseline is created in the background. To see the progress of the job, choose Tools, Job Status.

Assign baselines to projects

You can assign a project baseline to use for summarization purposes and up to three baselines to use for comparison purposes.

1)Choose Project, Assign Baselines.

2)In the Project field, select the project to which you want to assign baselines.

3)To set an existing baseline as the project, primary, secondary, or tertiary baseline, select a baseline from the menu in the appropriate field.

To use the current state of the project as the project, primary, secondary, or tertiary baseline, select the current project from the menu in the appropriate field.

Notes

You can only assign one project, primary, secondary, and tertiary baseline to a project.

Secondary and tertiary baselines are not required.

When connected to a P6 Professional database: You must have the Edit Project Details Except Costs/Financials project privilege to set the project baseline.

When connected to a P6 EPPM database: You must have the appropriate project privilege as defined in P6 to set the project baseline.

Assign the baseline to use for summarization or earned value

To choose which baseline to use for summarizing a project, open the project for which you want to select a project baseline.

1)Choose Project, Assign Baselines.

2)In the Project field, select the project to which you want to assign a project baseline.

3)In the Project Baseline field, select the desired baseline or the current project. If no baseline is designated as active, the current project is used as the baseline project.

Note: You can assign only one project baseline to a project. You must have the appropriate security privileges to select the project baseline.

Assign the baselines to use for the current project

Use the Assign Baselines dialog box to choose the primary baseline for a project. Open the projects for which you want to select a baseline.

1)Choose Project, Assign Baselines.

2)In the Project field, select the project to which you want to assign a primary baseline.

3)Select an existing baseline in the Primary field to use an existing baseline as the primary baseline.

159