Create a baseline when you release or deliver a product or when you accomplish specific milestones in your project. You can create a baseline from a baseline definition or from scratch.
Prerequisite: You must have Create/View Baseline permission to both create and view baselines. You need View Only permission to only view baselines.

Create Baselines

To create a baseline:

  1. Log on to TeamForge and select a project from My Workspace.
  2. Click Baselines from the Project Home menu.
  3. Click New Baseline.
  4. Enter values for the required fields.
  5. Define the filter criteria.

    You can define the filter criteria for Trackers, Documents, Source Code Management, File Releases and Binaries. Select the following tabs to view instructions.

    1. Select the tracker type(s) from the Tracker Type drop-down list.
    2. Click Add Filter(s).
      • Attribute–Select a tracker attribute from the drop-down list.
      • Condition–Select a condition from the drop-down list.
      • Value–For the selected attribute, either select one or more values or enter a value.

      For example, the following filter includes all the Closed tracker artifacts in the baseline.

    3. Click Add “AND” Condition to add more constraints to the filter criteria.
    4. Repeat steps b and c to add more filters.

      You can click the remove icon ( ) next to a filter criteria to remove it.

    5. Select the planning folder. Selecting the parent/root planning folder shows all its child/sub folders.

      For folders with sub folders, click More to view the complete folder structure and select the desired one.

      To view the filtered list of artifacts, click the view icon ( ) in the TRACKER/PLANNING FOLDER section. The Tracker/PlanningFolder Preview dialog box appears.

      You can also do a keyword search by clicking the search icon ( ) on the Tracker/PlanningFolder Preview dialog box.

    1. Select the document folder.

      For folders with sub folders, click More to view the complete folder structure and select the desired one.

    2. Select the document version.
    3. Click Add Filter(s).
      • Attribute–Select an attribute from the drop-down list.
      • Condition–Select a condition from the drop-down list.
      • Value–For the selected attribute, either select one or more values or enter a value.
    4. Click Add “AND” Condition to add more constraints to the filter criteria.
    5. Repeat steps c and d to add more filters.

      You can click the remove icon ( ) next to a filter criteria to remove it.

      To view the filtered list of documents, click the view icon ( ) in the DOCUMENTS section. The Documents Preview dialog box appears.

      You can also do a keyword search by clicking the search icon ( ) on the Documents Preview dialog box.

    1. Select the repository from the Repository/Source Name drop-down list.

    2. Select the tag for the selected repository.

      You can click the View Tag link to view the tag details.

    3. Click Add another Repository to add more repositories.

    Select the package or the release name from the Package/Release Name drop-down list.

    To view the filtered list of files, click the view icon ( ) in the File Releases section.

    You can also do a keyword search by clicking the search icon ( ) on the File Releases dialog box.

    Select the server name or repository name from the Server/Repository Name drop-down list. All the folders, subfolders and files in the repository are selected by default.

    For repositories with sub folders, click More to view the complete folder structure and select the desired folders/files.

  6. Click Preview to Create to preview the baseline.

    Preview Baseline

  7. Click Create Baseline to save the baseline.

  8. If required, click Back to edit the baseline on the Create Baseline page.

Create Baselines from an Existing Baseline Definition

Create a New Baseline from Create Baseline Page

Instead of creating a baseline from scratch, you can build one from an already existing baseline definition.

  1. Repeat steps 1 through 4 as discussed earlier in Create Baselines.

  2. Select a baseline definition from the Definition drop-down list.

    The selected baseline definition’s filter criteria are auto-populated.

  3. Review the filter criteria and modify the filters, if required.

  4. Repeat steps 5 through 7 as discussed earlier in Create Baselines and create the new baseline.

    Once saved, the new baseline is added to the list of baselines.

Create a New Baseline from View Baseline Definition Page

You can also create a new baseline from any existing baseline definition.

  1. Log on to TeamForge and select a project from My Workspace.

  2. Click Baselines from the Project Home menu.

  3. Click Definitions from the side navigation menu.

  4. Click on the required baseline definition from the list to view its details.

  5. Click the Create Baseline button on the View Baseline Definition page to create a new baseline. For more information on how to create a new baseline, see Create Baselines.

The next step is to review the baseline. Click a submitted baseline to proceed with the baseline review. For more information, see Review Baselines.

View Baseline

You can view a baseline, after it is approved or rejected. In other words, you cannot edit the baseline (both system-defined and custom fields) after its status changes to Approved or Rejected.

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