How-to Create Baselines

  1. Click the Projects tab in the MyBar.
  2. From the Project Information Card of the Project you wish to add a Baseline to, click the Cogwheel icon, located at the bottom-right corner of the card.
  3. Select Baselines from the Sections Bar.
  4. To create a new Baseline, select the "Add New" button. 
  5. Populate the required fields within the "Add New Baseline" configuration page, and click the "Save" or "Save & Close" button.
  6. If required, select the "Edit" button to further edit the Baseline details.
  7. To delete a Baseline, click the "Delete" icon, located on the upper-right of the Baseline tile. Upon selection, a "Warning" window will appear to confirm whether you wish to proceed.

 

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

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