Creating a Baseline

Follow these steps to create a baseline.

To create a baseline:

  1. Do either of the following to invoke the Create Baseline wizard:

  2. Choose the product containing the project or stream, and then choose the project or stream.

  3. Select the type of baseline from the Type list.

  4. Enter an ID string for the baseline.

  5. From Create from project, choose the project or stream from which to create the baseline, or click Browse to select it.

  6. Click Next.

  7. On the Select Baseline Template and Design Part screen, select a baseline template from the Template list. The baseline template determines which requests or items to include in the baseline. To create a design baseline, do not select a template.

  8. Enter a design part ID in the Top Part field, or click the Browse button to search for a design part. This field identifies the top level design part in the design part hierarchy from which you will baseline items or requests. You can include any number of levels of children of this design part using the Part levels options.

  9. The Part levels options allow you to choose the levels in the design part hierarchy from which items will be included, starting from the parent design part you entered in the Top Part field. To include items from all design parts under the top level design part, select All. To specify the number of levels from which to include items, select the From top to Level option and enter or click to choose a number. For example, if you select From top to Level and enter 3, then items will be included from the top three levels of the design part hierarchy, starting with the design part you entered in the Top Part field.

  10. Click Next.

  11. On the Select Requests screen, enter or browse to select any requests that you want to relate to this baseline. If you selected a request baseline template, the baseline will include any items that have an "in response to" relationship to the requests you enter here. If you selected an item baseline template, the requests you enter here will just be related to the baseline but have no effect on the content of the baseline.

  12. Click Next.

  13. On the Baseline Attributes screen, enter values for user defined attributes, and click Next. You must enter values for required attributes in order to create the baseline.

  14. Click Finish to create the baseline.