Creating a Baseline Scoped by Design Part

Purpose

Use this operation to mark a milestone and create a snapshot of a project/stream based on a design part structure.

CAUTION! Do not create more than one baseline at a time. If you create multiple baselines simultaneously you may corrupt the baselines and they will not contain the correct data.

PRIVILEGES Create Baseline

To create a new baseline:

From the Baselines tab, or the My Current Project tab with the Baselines node selected, click the New button and choose Baseline.
In the New Baseline dialog box, on the General tab, verify that any values that have been pre-populated are correct.
For Baseline ID, type a name or label for the baseline. This name must be unique within the product.
From the Type list, select a baseline type. The values in this list are set up in the process model.
For Parent design part, type a part specification, or click the browse button and use the Find dialog box. If you are creating the baseline from a design part, this field is pre-populated.
For Part Levels, do one of the following:

To include items from all design parts below the parent, select All.
To specify the number of levels in the design part hierarchy from which items will be included, select From Top to Level and type an integer value.

In Related Requests, optionally enter any requests you want to relate to this baseline as In Response to.
If you are creating a design baseline, skip to step 9.

If you are creating a release or archive baseline, from the Template list, select a template.

If the project you want to base the baseline on is different from the one selected, select it in the Projects list. You can use the Filter field to enter a text string, restricting the projects in the list to those whose names contain the string. If you do not want to restrict the baseline to a specific project, select $GENERIC:$GLOBAL.
If you want to select items based on related requests or requirements, click the Relationships tab and do the following:

Select Requirements or Requests.
Use the browse button to select one or more requirements or requests whose related items are to be included in the baseline.
If you do not want to include item revisions for requests that are related to the requests selected by the template, deselect Traverse Relationships.
If you want to include item revisions related as Info, select Include item revisions related as Info to requests.
If you want to include items related to closed requests, select Include closed requests.

IMPORTANT! Note that all items that are related to a request as In Response To will be included—even if they are not in the project/stream specified in the Projects list.

NOTE The requirements or requests specified here only affect the content of the baseline if you have selected a request baseline template. If you have selected an item baseline template, the requirements or requests will merely be related as In Response to the baseline, and will have no effect on the items to be included in the baseline.

Click the Attributes tab, and complete any required fields.
Click the Save button.