Data extraction: Project Baselines

Introduction

This report provides an overview of changes and progress on a project’s settings and budgets. The report is based on the baselines created on a project and functions as a status log, where you can compare the change on the project on the last baseline. A baseline provides a snapshot of settings and financial data on a project.

To receive data in this report, you must manually add baselines on a project. See the explanation in the Special remarks section below.

Description

Select the project and period you will se the baselines for and click Show. If you leave start and end dates out, you will get a list of all baselines ever created on the project.

You will see one line per baseline on the project with the associated data and settings registered at the time of making the baseline.

Here is an explanation of the different columns:

Baseline: Here, you see by whom and when a baseline was created.
Project settings: Here, you see the overall settings and statusses on the project.
Budget, (hours): Here you see the hour budget and contract amount entered on the project.
Realised (hours): Here you see the current consumption of hours on the project.
Budget (¤): Here, you see the total financial budget and contract amount on the project in your default currency.
Realised (¤): Here, you see the realised value based on the registrations and invoices made on the project. The amounts are shown in your default currency.

If you would like to work with the data and analyse the progress on the project, you can export the data to Excel for further analysis.

Special remarks

You create a baseline on a project by clicking the Lightning available on all project pages in the top right corner. Here you click New baseline and enter a comment. Hereafter, you will see the baselines in this report.

When you create a new baseline, you also take a snapshot of the contracts on the project. You find an overview of these in the Contract baselines report.