How-to Setup Baselines

  1. Click the Projects tab in the MyBar.
  2. From the Project Information Card of the Project you wish to setup a Baseline for, click the Cogwheel icon, located at the bottom-right corner of the card.
  3. Select Baselines from the Sections Bar.
  4. For Standard Baseline, click the "Setup" icon, located at the top-right corner of the Baseline tile, select the "Year" as required, and click the "Close" button once completed.
  5. For Manual baselines, select the "Setup" icon, also located at the top-right corner of the Baseline tile, select the "Year" as required, populated the "Monthly Values" accordingly, and click the "Save" or "Save & Close" button once completed.

The same Baseline functions are also available for Portfolios from within the Portfolio Information Card.

 

 

 If you need further assistance, please submit a Ticket or contact your Customer Success Specialist directly.

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