You can add a baseline from the Properties Dashboard, by selecting + New. Enter a Name and Description and select whether you would like to make this Baseline Active. Make this the Active Baseline will be ticked by default but can be changed for this baseline, because there is already an active baseline available. If you do not tick this checkbox, the baseline will be recorded, but will not be shown on the initiative dashboard and benefit dashboard or in the reports until you make this baseline active.
Once a Baseline is added, this will become the default Baseline. Initiatives can have their baseline updated individually or emerging Initiatives may be added to an existing baseline. Locate the drop-down in the Secondary Menu (far right) and select Add/Update Baseline from the Initiative you wish to add.
When you take a baseline, the current state of the data within the business case will be saved.
This includes financial data such as:
- Planned Benefit
- Budget Costs
And Non-Financial data such as:
- Start and End Dates
- Custom fields
Where you subsequently make changes to the Business Case or your plan, you will be able to compare the current state with the state the data was in when you recorded the baseline.
You can take multiple baselines for a Business Case, but there will only be one active baseline. Only the active baseline will be used in the reports and shown on the initiative and Benefit Dashboard.
When you have multiple baselines, you can select which baseline you wish to Activate from the Initiative Properties Dashboard. When you have selected the baseline you want to set as active, select the Make this the Active Baseline. The selected baseline will now be shown on the initiative dashboard, benefit dashboard and in the reports. You can choose to Archive this Baseline also.
The name and the description of a baseline can be changed if you select the Baseline in the Properties Dashboard.
When it should no longer be possible to set a certain baseline as the active baseline, you can move this baseline to the archive. Only a baseline that is currently not active can be moved to the archive.
As new initiatives emerge in your business case you may wish to update a baseline or recalculate the baseline taking into account your new benefit. This can now be done through a benefit dashboard in the dropdown menu:
Select Update Baseline. Amplify will recalculate in the background.