A Project Baseline Definition is the filter criteria that is used to create a baseline from a set of selected configuration items at the project level.
Prerequisite: You must have Project Baseline Definition permission to view/access Settings > Project Baseline Definition and to create and edit a Project Baseline Definition.
Project Baseline Definitions can include one or more Baseline Definitions too, in which case the Project Baseline Definition would be derived as a union of the native filter conditions as defined in the project Baseline Definition and the filter conditions of the selected Baseline Definitions.

A TeamForge project can have only one Project Baseline Definition.
A Project Baseline Definition can be modified whenever required.

Create a New Project Baseline Definition

You can now create a Project Baseline Definition for a given project. Unlike the Baseline Definitions, you can create only one Project Baseline Definition for a specific project. Based on the Project Baseline Definition, you can create Project Baselines.

To create a new Project Baseline Definition:

  1. Log on to TeamForge.

  2. Select a project from My Workspace.

  3. Click Baselines from the Project Home menu.

  4. Click Settings > Project Baseline Definition from the side navigation menu.

  5. Enter a name and description.

  6. Select one or more Baseline Definition(s) from the Include Definitions drop-down list. Click the selected Baseline Definition to view it.

    You can search for the Baseline Definitions that are not listed in the Include Definitions drop-down list. Only two selected Baseline Definitions can be shown at a time. To see the complete list of selected Baseline Definitions, click + More in the Include Definitions drop-down list.

  7. Define the filter criteria.

    You can define the filter criteria for Trackers, Documents, Source Code Repositories, 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 required folders.

      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 required sub folders.

    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 Repo/sitorySource 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.

  8. Select one or more External Baselines from the External Baselines drop-down list.

    You can click the selected External Baseline to view it.

    You can also search for the External Baselines that are not listed in the External Baselines drop-down list. Only two selected External Baselines can be shown at a time. To see the complete list of selected Baseline Definitions, click + More in the External Baselines drop-down list.

  9. Click Save.

Edit Project Baseline Definition

You can edit a Project Baseline Definition whenever required.

To edit an existing Project Baseline Definition:

  1. Log on to TeamForge.

  2. Select a project from My Workspace.

  3. Click Baselines from the Project Home menu.

  4. Click Settings > Project Baseline Definition from the side navigation menu.

  5. Modify the required fields and filter criteria.

  6. Click Save.

Tags for this page: baseline