Creating a Tip Baseline

Purpose

Use this operation to create a snapshot of a project or stream to preserve its state of development.

PRIVILEGES  Create Baseline

NOTE  Item revisions that are in an off normal state are not included in the baseline.

To create a tip baseline:

  1. From the Baselines tab, or the My Current Project/Stream tab, click the New button and choose Tip Baseline.

  2. In the New Baseline dialog box, on the General tab, verify that any values that have been pre-populated are correct.

  3. For Baseline ID, type a name or identifier for the baseline. This name must be unique within the product.

  4. From the Type list, select a baseline type. The values in this list are set up in the process model.

  5. If the project/stream 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/streams in the list to those whose names contain the string.

  6. If you want any subprojects or baselines attached to the project to also be included in the baseline, select Traverse child collections. (This is not applicable to streams.)

  7. In Related Requests, optionally enter any requests you want to relate to this baseline as In Response to.

  8. Click the Attributes tab, and complete any required fields.

  9. Click the Save button.

Related Topics

About Working with Baselines

About Tip Baselines

Selecting a Baseline

New Baseline (Scoped by Part) Dialog Box