Creating a Revised a Baseline

Purpose

Use this operation to create a new baseline by revising an existing baseline. The revised baseline includes or excludes the changes made to items in response to a set of requests or requirements.

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

Restrictions

To create a revised baseline:

  1. Select the baseline on which you want to base the revised baseline.

  2. Click the New button and choose Revised Baseline.

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

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

  5. If you want to use Requirements to revise the baseline, select Requirements, otherwise leave the selection as Requests.

  6. For Update baseline using, list the requests or requirements related to item revisions you want to add to the baseline. The item revisions must have an In Response To relationship to the requests.

  7. To list the requests/requirements, do one of the following:

  8. For Remove from baseline, list the requests/requirements related to item revisions that you want to remove from the baseline. The item revisions must have an Affected relationship to the requests/requirements.

  9. List the documents as described in the previous step.

    NOTE  You must have at least one request/requirement in either the Update baseline using field or the Remove From baseline field.

  10. Select the Traverse Relationships check box to search for item revisions included in requests related to the listed requests.

  11. From the Project list, choose the project from which you want to include item revisions.

  12. To modify the projects shown in the list, enter a text string in the Filter field. Only projects containing that string will be listed. To display all projects, clear the field.

  13. Click the Attributes tab and specify user-defined attributes that have been set up in the process model for the baseline type.

  14. Click the Save button.

  15. Check your Dimensions CM server email for any errors. The following errors are possible:

Related Topics

About Revising and Merging Baselines

When Would I Create a Baseline?

Creating a Merged Baseline

New Revised Baseline Dialog Box

Creating a Baseline Scoped by Design Part