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Larry ChristofaroLarry Christofaro

Heather, great question and you have a good basic understanding. I’ll give you the issues with that solution and what I believe is the best (but more complex) alternative. Issues include (1) you can only add tasks 11 times and then you run out of baselines, and (2) if you say you update baseline 0 by rebaselining then you reset all of those important variances from the original baseline to the actuals to date. If you baseline selected tasks and roll them up to summary tasks then this will preserve them, so that would be the correct way to “update the baseline”.

So, You are right to use baseline 0 as your “current” baseline. All of the out of box variance fields are tracked from baseline 0. A better use of the other baselines is to use them only for when you reschedule your project (at specific stage gates) or if the state of your project is at a point where the current baseline isn’t useful anymore and you are given specific agreement to rebaseline for improved future tracking. Change requests are tracked per se in baseline 0. If you need to understand more of what caused each of the changes you can use a custom field for change request number or however you need. The result could be something like:
Baseline0: current baseline, Baseline1: Planning baseline, Baseline2: Design baseline, Baseline3: Trial baseline are all standard, then baselines 4-10 are open to use at discretion of the PM. Hope that helps…