Create and View Project Baselines

Prerequisites:

You must have Create Project Baseline permission to create and view a Project Baseline.
Project Baseline Definition is required before a Project Baseline is created.

Before you begin:

The filter criteria for Trackers, Documents, Source Code Repositories, File Releases, and Binaries are fetched from the Project Baseline Definition.
Except for the filter criteria of Source Code Repositories, you cannot edit the filter criteria for other components such as Trackers, Documents, File Releases, and Binaries, while creating a Project Baseline.

Create a New Project Baseline

To create a new Project Baseline:

1. Log on to TeamForge and select a project from My Workspace.
2. Click Baselines from the Project Home menu.
3. Click the Baseline Current Project link on the baseline list view.
4. Enter values for the required fields in the Create Project Baseline page.

5. Select one or more external baselines from the External Baselines drop-down list.

   

   Click the selected External Baseline to view it.

   You can 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.

6. Click Preview to Create.
7. Click Create Baseline on the Preview Project Baseline page.
8. If required, click Back to edit the baseline on the Create Project Baseline page.

Refresh Baseline Status

For a project baseline including configuration items with large volume of data, there would be a delay in taking the snapshot of the configuration items. In such cases, a “Click to refresh” link is provided to refresh the status of the baseline being created.

View Project Baseline

Once the Project Baseline is created, it will get added to the list of baselines. To view a Project Baseline, click any baseline with the category Project Baseline from the baseline list view.

Create a Project from View Project Baseline Page

You can create a new project in TeamForge from a Project Baseline.

Only users with a baseline license can create a project from a Project Baseline.
You can create a project only from an approved Project Baseline.
The same set of associations (related to Trackers, Documents, and File Releases) from the source project will be available in the carry over project created using the Project Baseline, provided that these associations were present when the source project was baselined.

To create a project from a Project Baseline:

1. Select an approved Project Baseline from the baselines list view.

2. Click Create New Project on the View Project Baseline page.

   

3. You are redirected to the Create New Project page. Enter the values for the required fields on this page and click Create.

   Note: The Project Baseline is prefilled in the Project Baseline drop-down list as you’ve been redirected from the View Project Baseline page of the Project Baseline in scope.

   

Known Limitations

The following issues are found when a new project is created from a Project Baseline:

• IAF permissions added in the source project are not retained in the new (or target) project.

• Grant Automatically on Request setting, though configured in the source project, is not retained in the target project.

• As the publishing repository is not copied to the target project, the Source code path-based setting for publishing repository, though configured in the source project, is not retained in the target project.

Monitor Project Baseline

By default, you can start monitoring the Project Baseline as soon as you create it. If you are not already monitoring a Project Baseline (which you have not created), click the Start Monitoring icon ( ) to start monitoring the Project Baseline. To stop monitoring a Project Baseline, click the Stop Monitoring ( ) icon.

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