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retro insert Baseline

3 replies [Last post]
martin rudd
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Joined: 29 Apr 2020
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Hi,

i have made a copy of a schedule and updated it but forgot to copy the baseline is there a way i can retrospectivly copy across the older copy of the schedule to a baseline in my new copy?

Replies

Zoltan Palffy
User offline. Last seen 2 days 1 hour ago. Offline
Joined: 13 Jul 2009
Posts: 2764
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copy the current schedule and desatsus it to remove the progress and set the data date back to the originla start date of the project 

How to de-status a schedule

1. Choose Enterprise, Projects and select the Calculations tab. Choose to "Link Budget and At Completion for not started activities" and "Reset Remaining Duration and Units to Original

2. Choose View, Columns and add the columns for Actual Labor Units, Actual Nonlabor Units.

3. Choose Tools, Schedule and set the data date equal to the Project Start Date and schedule. To find the Project Start date, choose Enterprise, Projects. Click on the Dates tab and note the Planned Start date. 

4. For the first activity in the list, set the Actual Labor Units to 0. Highlight the activities in this column and choose Edit, Fill Down.

5. For the first activity in the list, set the Actual Nonlabor Units to 0. Highlight the activities in this column and choose Edit, Fill Down.

 6. Choose Tools, Global Change and run the 1st Global Change. This will set the Actual Material Units to zero.

7. Run the 2nd global change which sets the activity status to Not Started

1st Global Change

Subject Area: 

Activity Resource Assignments 

Where  Resource Type                  equals                    Material

 Then      Actual Material Units         =                             0 

2nd Global Change

Subject Area:

Activities

Where                  Activity Status                   is not equal to                  Not   Started

Then                      Activity Status                            =                                  Not Started

If this process is not used you may encounter the following error:

"Cannot set status to Not Started if activity has actuals."

3rd Global Change

Change duration to activities by running global change for Not Started activities

Subject Area:

 Activities

Where                  Activity Status                   is not equal to                  Not   Started

Then                      Remaining Duration               =                                    Original Duration

Change the data date to the project start date and recalcuate the schedule 

Raymund de Laza
User offline. Last seen 2 weeks 1 day ago. Offline
Joined: 23 Nov 2009
Posts: 752
1. Redo copying the old schedule but make sure include baseline. 2. From the copy, restore the baseline. 3. Assign the restored baseline into the updated schedule.
Alexandre Faulx-B...
User offline. Last seen 4 days 18 hours ago. Offline
Joined: 20 Jan 2003
Posts: 1317

HI Martin,

Restore the baseline of project A; baseline will become a new independant project (A1)

Copy project A1 as A2 if you want to re-baseline project A afterwards

Open project B, then use the project A1 as the baseline

Alexandre