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How to Set Project Baselines in Microsoft Project

A project baseline is a fixed reference point that can be used to compare project performance over time. Capturing multiple project baselines allows you to understand how the status of a project (e.g. the schedule, cost, etc.) has changed throughout the project’s lifecycle.

Follow these steps to set a baseline for your project:

1. From the Project menu, click the Set Baseline dropdown and then click Set Baseline…

Set Baseline menu in Microsoft Project
Set Baseline menu in Microsoft Project

2. In the Set Baseline dialog, ensure Set baseline > Baseline is selected, and in the For: section, Entire project should be selected. Click OK.

Set Baseline dialog in Microsoft Project
Set Baseline dialog in Microsoft Project

If you add the Baseline Start and Baseline Finish fields to your project, you will see that the project baseline has been set.

Project baseline has been set.
Project baseline has been set.

As the project progresses you may add one or more additional tasks to the schedule. To set a baseline for the new task(s) and not for the whole project:

  1. Select the task(s) you want to baseline and from the Project menu click the Set Baseline dropdown and the click Set Baseline…
  2. In the Set Baseline dialog, ensure Set baseline > Baseline is selected, and in the For: section, Selected tasks should be selected. Click OK.

Learn More

In the upcoming MPUG live event, Loading the Bases: Leveraging the Power of Baselines in Your Project, Ira Brown will cover the fundamentals of working with baselines, including why and how to create them. He will also share best practices regarding baseline usage, such as visualizing variances between different baselines, and what these variances actually mean. Finally, you will learn some tips for extending the out-of-the-box baselining capability available with Microsoft Project.

Join us and earn 1 PDU! Register here.

https://mpugwp.wpengine.com/event/loading-the-bases-leveraging-the-power-of-baselines-in-your-project/

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Articles

How to Set Project Baselines in Microsoft Project

Learn how to set and manage project baselines in Microsoft Project, including step-by-step instructions for both entire projects and individual tasks to track performance over time.

2 min read
•over 1 year ago•Updated 3 months ago•
I
Ira BrownAuthor
Project Management
Microsoft Project
Best Practices
Productivity
I
Ira Brown

Content Writer

Ira Brown is a leader in the field of project management and a recognized Microsoft Project expert, Project Widgets is well-known for offering add-on products for Microsoft Project and Project Online, as well as for creating custom solutions that meet their client's unique business requirements.  This company continues to extend the scope and breadth of their offerings, thereby increasing the value they provide to customers, by creating Microsoft Project solutions that are tailored to an organization's unique needs.  They even have several free, downloadable widgets available on their website that you can begin using right away.

View all articles by Ira Brown
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