Primavera Certified Software Sales Training and Consulting

 

Here you will find articles based on classroom topic discussions that are not sufficiently explained or documented in the standard Primavera Training course materials.  Current and past articles that appear here are available on the download page.

 

Baselining a Schedule from the Current Data Date

Sometimes you may want a new baseline of your schedule that does not hide past variances but puts all future work on a new baseline. In other words, you want to show all future work as on schedule.

One method of doing this involves the following steps.

 

1. Write a filter that selects all of the remaining activities.

2. Copy the current baseline.

3. Update the copy. Filter on the remaining activities.

For this exercise we will the following project. It consists of three activities. It is shown below with the Initial Baseline. Its Start Date is the first of the month.

 

 

 

 

Next, the project is updated. Activity 1 will start five days late (the 6th), have three days of actual and two days remaining. The new Data Date is the ninth. You can easily see  the activities are behind schedule (by five days).

 

 

 

 

Write the filter

Write a filter that selects the remaining activities in the project.

 

 

Copy the Initial Baseline Plan

In the dialog below, B1 has been copied to B2 and given a new Baseline Type (Mid-Project Status)

 

 

Update the Copy

There are two dialogs for this step.  First, Open the Update Baseline dialog and select Activities within the following filter. Select the filter you wrote for the remaining activities.

 

 

Next, Click the Update Options and check the box for Dates, Durations and Data Date.

 

 

 

 

Return to the Update Baseline dialog and Click Update.Now you can close all of the windows and go the Project Menu and Assign the Baseline. In progress activities are not updated, but all remaining activities are updated and the past performance is preserved.