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Save a Baseline and Snapshots in Gantt

Enterprise | Premier 

At Mavenlink, we realize that the initial scope of your project can change throughout its lifecycle. We also know that being able to quickly visualize these changes can be a valuable tool in working with team members and clients alike. That’s why we’ve given Enterprise and Premier users the ability to create an initial Baseline and frequent Snapshots—all within the Local Gantt chart.

The Baseline shows your original plan. We recommend saving the Baseline at the beginning of the project. It can be used to compare the initial project requirements, risk, and scope to the actual workflow at any given point. Although a Baseline is only created once, a Snapshot can be created at any time—as often as you like.

Each Baseline or Snapshot contains the Status, % Done, Due Date, Projected Completion, Burn Rate and Budget at the point in which you created it. Additionally, you can add annotations which make it easier to explain changes in budget or scope to your clients. 

Step-by-Step

How to Save a Baseline

  1. On the top-right of the timeline header, click Save BaselineSave-Baseline-Button.png
  2. When the Save Baseline dialog appears, you can edit the name.
  3. In the Description field, add any notes that you want to appear on the Baseline.Save-Baseline.png
  4. When finished, click Save.

Step-by-Step

How to Save a Snapshot

  1. On the top-right on the timeline header, click Save Snapshot.Save-Snapshot-Button.png
  2. When the Save Snapshot dialog appears, you can edit the name.
  3. In the Description field, add any notes that you want to add to the Snapshot.Save-Snapshot.png
  4. When finished, click Save.

Step-by-Step

How to View Your Project History

  1. Click the History (“   ”) button to open the Baseline and Snapshot history pane to the right of the Schedule.History-Button.png
  2. Select the Baseline or Snapshot that you want to view. The most recent will be at the top.
  3. The Schedule provides a visual comparison between the selected Baseline or Snapshot and the current status of the project; with the solid lines representing the current status, and the transparent lines below them representing your Baseline or Snapshot.Baseline-Snapshot-2.png
  4. When you’re finished, click the History (“   ”) button to close the pane.

NOTE

In order to protect potentially sensitive information, Baselines and Snapshots can only be viewed by team members with Project Financials access (or higher) and is not visible by ClientsThe names of the members who have permission to view are displayed at the top of the History pane.


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