About Item Baseline Template Selection Criteria

An Item baseline template enables you to specify selection criteria for the item types to be included in a baseline. It consists of a default criterion for all item types, and selection criteria for specific item types that override the default for those item types for which they have been defined. The baseline template thus consists of a list, or set of these criteria that determine which item revisions to include.

Selection criteria can either be defined as implicit, or can be for a specific normal state or build stage in the lifecycle.

The options for implicit states are:

Description

All revisions

Latest edit revision

Latest edit revision at Final State in Lifecycle

Latest edited revision at the most progressed state

Revision built from selected inputs

Revision that makes selected outputs

NOTE  Latest edit revision in this context means the last item revision that was created.

If you choose one of these implicit states as the value for the Lifecycle State field, you do not require any additional rules, since these are sufficient to determine which revisions of an item to include. The State Selector field can therefore be left blank.

If you specify a specific lifecycle state for the Lifecycle State field, an additional status rule will need to be provided in the State Selector field. The options for these additional criteria are:

Additional status rule

Latest from state

Most progressed state above specified state OR specified state 

Specified state OR most progressed state

Specified state OR next existing state upward 

Specified state only 

If you specify a specific build stage for the Lifecycle State field, an additional stage related rule will need to be provided in the State Selector field. The options for these additional criteria are:

Additional build stage rule

Specified build stage and all next existing build stages upward

Specified build stage only. 

Dimensions CM uses these additional rules together with a selected normal lifecycle state or build stage to determine a grouping and order of preference for the item revisions to be included in baselines using this template.

Please refer to "Baseline Templates" in Appendix B of the Process Modeling User's Guide.

Related Topics

What is a Baseline Template?