The baseline may also represent a contractual obligation for the project. For example, if your project has several phases, you can save a separate baseline at the end of each phase, to compare planned values against actual data.īecause the baseline provides the reference points against which you compare actual project progress, the baseline should include your best estimates for task duration, start and finish dates, costs, and other project variables that you want to monitor. As the project progresses, you can set additional baselines (to a total of 11 for each project) to help measure changes in the plan. BaselinesĪ baseline is a group of nearly 20 primary reference points (in five categories: start dates, finish dates, durations, work, and cost estimates) that you can set to record the original project plan when that plan is completed and refined. But they have important differences that you want to get straight. To set Status Date, click on Project tab on the ribbon, and in the Properties group, click on Project Information and this will open the Project Information dialog.Learn more about baselines and interim plansīaseline plans and interim are similar in that they you compare current dates against an early date. We do not need to set a finish criterion as any task due to finish within our lookahead window will be capture by criteria #1 if it is already in progress and if not, it will be captured by criterion #2 since for it to finish within next 2 weeks, it has to start within the same window. This criterion will capture all tasks with start dates within the lookahead window.Īpplying these 2 criteria will enable us to capture in our lookahead filter, tasks that are already in progress or due to start or finish within 2 weeks of status date. 14 represents 14 days in 2 weeks, therefore if your window is for 30 days, replace 14 with 30 or if it is a 90-day window, replace 14 with 90Ĭ. You can replace with your lookahead window (e.g. Tasks starting within next : Start Greater Than Status Date AND Start Less Than or Equal to Status Date + 14Ī.
This criterion will capture any task that started before our lookahead window but not yet completed.Ģ. Tasks in progress: % Complete Greater Than 0% AND % Complete Less Than 100%.Ī. The 2 criteria we need for a lookahead filter are:ġ. Ideally, you should set the Status Date of your schedule so that the lookahead filter uses it as reference point for determining the lookahead window but if you do not have the Status Date set, you can use Current Date anywhere I have Status Date in this tutorial.
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