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Set Baseline in Project Schedule

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Posted on by Harshil Shah

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Hello Everyone,

In MS Project we do have few capabilities like set Baseline Project to Project schedule which I guess mainly for capturing Initial schedule dates and compare it with dates when project task is initiated and it also allows them to re-baseline multiple tasks at the same time.

Is there any way we can have this option on Project Operations or some workaround that can achieve similar functionality? Is there any post where Microsoft explains these types of limitations if it is not part of the system?

Thanks & Regards,
Harshil Shah

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MarkB45 755 on at

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Hi Harshil,

I would start by reviewing the MS Docs pages for Project management for Project Operations. This will give you a good overview of the scheduling, estimate and tracking processes in Project Operations.

docs.microsoft.com/.../project-management-overview

KR

Mark

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Community Member on at

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Hi all

Just wondering how we can baseline and re-baseline a schedule in Project Ops? Seems a pretty simple concept, but cannot find where to do so

Thanks

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MarkB45 755 on at

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Hi AJ,

Please review the project management section on MS Docs for PRoject Operations. This will run through WBS planning, financial estimates and project tracking for Project Operations. Also the functioanlity here will be improved when the feature for project budgets (F&O functionality) is also introduced.

docs.microsoft.com/.../project-management-overview

KR

Mark

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Harshil Shah 294 on at

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Hello Mark,

I reviewed those MS Docs and I also understand the process of scheduling, estimates, and tracking in project operations but, We need some functionality that can capture original scheduled dates(baseline start/finish) and Project scheduled dates & actual start/finish dates and also capability to update on multiple tasks.

Regards,

Harshil shah

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MarkB45 755 on at

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Hi Harshil,

So if I understand the requirement you have a process where a project schedule is originally baselined, then there could be amendments to this as it passes through the planning phase and then finally the project begins and the actuals are then compared to baseline and amended estimates?

I ran a quick test in my system (resource/non stock scenario) and anytime you amend the dates on a project task the estimates in Proj Ops and F&O are amended to reflect the new position and the historical data is lost.

If your requirement is as above I don't see a way you can do this currently in Project Operations(resource/non-stock) without capturing the estimate data at various points. i.e create a new table in dataverse for the data capture and create a flow with a trigger (manual/automated?) to capture the estimate data which you can then use for comparison.

Standard PMA in F&O (Proj Ops for stocked/production based scenarios) you have the ability create multiple forecasts(estimates) for various purposes (e.g. original, revised) and then reforecast throughout the lifecycle of the project with the ability to report against any of the forecasts. In addition there is project budget and budget revision functionality.

KR

Mark

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Dynamics 365 Human ... 30 on at

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Hi Mark,

Thanks for your response.

We are actually talking about the Lite deployment

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apa 8,284 Moderator on at

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Hi Harshil Shah. Unfortunately baselines and snapshots are not supported OOTB in Project for the web and for that matter not in ProjOps either. I recommend you to vote up the following idea on UserVoice for Project for the web:

microsoftproject.uservoice.com/.../38991682-saving-baseline-project-for-the-web

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apa 8,284 Moderator on at

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I've joined these two similar topics under the same thread.

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Priyesh 7,396 User Group Leader on at

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Hi All,

Wanted to check if Project Operations got Baseline yet in it's Scheduling?
I heard that it's planned but I'm not sure if I missed any update.

Thanks in advance!

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CU15011232-1 6 on at

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Hi,

I have been able to set a baseline in ProjOps/MS Project Online:

First, while in ProjOps, open the project in MS Project Online:

Second, in MS Project Online, you'll see the new Baseline button in the top-right, click it:

From there, you'll get to save the Baseline and then create more, which you can then compare against duration, effort etc.

My follow-on question from here would be, how can we share a baseline (and the plan that informed it) to the customer, without sharing the live plan so that they can keep their own record of the plan and how its evolved over time?

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