Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Capabilities

Who can use this capability

Only licensed users can create baselines. Anyone with access to the sheet can view baselines.

Set baselines on a project sheet

PLANS

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Permissions

Only licensed users can create baselines. Anyone with access to the sheet can view baselines.

With baselines, you can establish the start, finish, and variance of dates for individual tasks and rows on your project sheet. When enabled, you can also view the project baseline summary to see the overall project status.

When you enable baselines, three non-editable columns will now be added to the sheet:

  • 英航seline Start- The date in your start column.
  • 英航seline Finish- The date in your end column.
  • Variance- The difference betweenActual End Dateand英航seline End Date.

英航seline columns

Additionally, you will see visual Gantt bars for baseline dates and actual dates. If you change your preferences to display or hide baseline bars in Gantt view, the change will be saved for your user only and other users will not be affected.

英航selines will appear as read only cell data. Because of this, baselines will be surfaced in reports, dashboards, and other Smartsheet items, but cannot be modified.

NOTES:

  • You can only add one baseline to a project sheet. If there are multiple start and multiple end date columns, only one set of Start date and End date columns can be associated with baselines.
  • A baseline will not be added to a row that does not have a start and end date, or a row with a start date that is after the end date. The cell data must also be an acceptable date format. For example, text values, such as ‘TBD’ or ‘July’ will not work.
  • Historical baseline modifications are not captured in the activity log, but are available in the cell history.
  • 英航selines don't appear when you print your Gannt view.

设置您的项目表使用基线

To enable baselines on your project sheet:

  1. If your project sheet does not yet have Start date and End date columns, you will need to add them. Baselines can only be created if a sheet has Start/End date columns.
    For more information about setting up a project sheet, seeModify Project Settings.
  2. Switch toGantt view, then click on the英航selinesbutton in the toolbar. You will see the current earliest and latest day in the sheet’s start and end dates.
    英航selines button
  3. To enable, click theSetbutton.
    Set baseline

That’s it! Your sheet now has baselines enabled.

View the Baselines summary

Once enabled on your project sheet, you can use the英航selinessummary to view, edit and remove baselines information.

To open the baselines summary, switch toGantt view, then click on the英航selinesbutton again in the toolbar.

英航selines summary

In the baseline summary view, you will see the following:

  • 显示英航seline in Gantt- Toggle for enabling baseline in Gantt view.
  • Actual- The earliest actual start and latest end dates in your columns.
  • 英航seline- The earliest and latest baseline start and end dates in your columns established at the time when you enabled the baseline originally.
  • Variance- The difference betweenActual End Dateand英航seline End Datecalculated in decimal days according to the working schedule defined for your project. Variance will display the overall status of your project asDays behind,Days ahead, orOn schedule.
  • Reset- Establish a new baseline start and end date.
  • Remove- Remove the baseline from your sheet (see the Edit or remove baselines from your sheet section for more information.)

Edit or remove baselines from your sheet

To view, edit, or remove baselines, switch toGantt viewand select the英航selinesicon.

As dates change, the variance values will be updated automatically. You can view the full variance with the baselines summary view.

英航seline Start/Finish dates are locked from modification. Updating actual project dates will trigger Variance column recalculation.

If you want to remove the baseline bars from Gantt, you can toggle them on and off. While theVariance,英航seline Startand英航seline Finishcolumns will be visible in a report, baseline bars from Gantt view do not appear in reports or dashboard widget reports.

You can remove the baselines by selectingRemove, and confirming your selection. This will remove the baselines, but will not delete the custom baseline columns. These columns will be converted to date (英航seline Startand英航seline Finish) and text/number (Variance)列。单元格数据将保持不变。

To reset your baseline, selectReset. This will reset the variances to 0, and set the values in the baseline columns to the current values in the start and end date columns.
This will create a new snapshot of project dates and the Variance will displayOn schedule.

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