You can use the Financial Projects Integrator to set the Project Plan to Baseline, create Budget Version and Baseline the budget. Here’s a video to show you how this functionality works:
There are three columns in the Project Plan Baseline section:
● Baseline Project: set this to ‘Yes’ to set the Project Plan to baseline.
● Plan Type: Either use the Data Form to select a Plan Type from the list of values or enter it manually to the cell to create a budget. The Plan Type selected must be valid for the project.
● Baseline Budget: set this to ‘Yes’ to create a baseline for the budget once created.
Follow the steps below to update the Project Header Finish Date and Task Finish Dates for an existing project, and then set the Project Plan to Baseline, create a budget version and baseline the budget version:
● Enter Upload Action ‘Update’ at both the Project Header and Tasks sections.
● Enter new dates in the Finish Date columns for the Project Header and Tasks.
● Enter Baseline details:
o You may populate ‘Baseline Project’ but leave out ‘Plan Type’ and ‘Baseline Budget’ if you do not want to create a budget version and baseline that budget version. This action will only set the Project Plan to Baseline.
o You may populate ‘Baseline Project’ and ‘Plan Type’ but leave out ‘Baseline Budget’ if you want to create a budget version but not baseline it. This action will set the Project Plan to Baseline and create a budget version.
● Upload.
The example below will update the Project Header Finish Date, Task Finish Date, and then set the Project Plan to Baseline, create a budget version and baseline that budget.
Follow the steps below to set the Project Plan to Baseline for an existing project without changing any of the dates Project or Task Dates:
● Enter Upload Action ‘Update’ at the Project Header.
● Enter Baseline Details:
o You may populate ‘Baseline Project’ but leave out ‘Plan Type’ and ‘Baseline Budget’ if you do not want to create a budget version and baseline that budget version. This action will only set the Project Plan to Baseline.
o You may populate ‘Baseline Project’ and ‘Plan Type’ but leave out ‘Baseline Budget’ if you want to create a budget version but not baseline it. This action will set the Project Plan to Baseline and create a budget version.
● Upload.
Project Plan Baseline functionality can be used when you’re creating new Project and Tasks.
Multiple existing Projects and Tasks can be downloaded and updated with new dates and have the Project Plans set to Baseline.
The Baseline functionality will be triggered only if all the sections on the sheet are valid. If errors exist in any of the sections on the sheet during the upload, Baseline will not be set for the Project Plan. Correct any errors on the sheet and upload again to set the Project Plan to Baseline.
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