Creating a Baseline

Follow these steps to create a baseline

To create a baseline:

  1. In Serena Explorer right-click the Baselines node for the project or stream from which you want to create a baseline and select New Baseline.

  2. NOTE If the project or stream for which you want to create a baseline is not open, right-click the Favorite Dimensions Projects node and select Add to Favorites. The Dimensions Projects tab appears with a list of all projects in the product. You can then right-click the project for which you want to create a baseline and select New Baseline.

  3. Choose the product containing the project or stream.

  4. Enter an ID string for the baseline.

  5. Select the baseline type from the Type list.

  6. In the Create baseline from field do one of the following:

  7. Click Next.

  8. On the Select Baseline Template and Design Part screen, select a baseline template from the Use following 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.

  9. Enter a design part ID in the Design 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. You can include any number of levels of children of this design part using the Part levels option.

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

  11. Click Next.

  12. On the Baseline Options 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.

  13. Click Next.

  14. 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.

  15. On the Ready to Create Template Baseline screen, review a summary of the new baseline and click Finish to create the baseline.