How to update the new revised baseline to Actual?

Hi Justin

I don't see how you can revise a baseline in a schedule. You can update a baseline or you can make a new baseline. Maybe you are mixing up some things.

Suggest to use the following procedure when updating your schedule.

<< Update your schedule with the data you have gathered.

>> Set the Data-date 1 week forward.

>> Schedule F9

>> Check the schedule, analyze and update the re-schedule as many times as required.

As this is completed and you are confident that the schedule is correctly updated you have 3 options to make sure that you have historic records. These are;

>> Copy the schedule and paste it in another part of the EPS structure

>> Store the schedule in Periodic Performance

>> Make a new baseline and store the baseline in the present schedule or separately.

Regards

Johannes

Use the Update baseline in the Maintain |Baseline window.

Raymund,

Let me explain Justin's problem as I went through the same.

Customer granted some EOT based on some natural incident and asked us to revise the baseline which should reflect additional time as a part of baseline. I revised baseline by inserting new activities and changing some logic as required by contract. This revised baseline was approved by customer and became part of our contract. Remember, we were submitting schedule updates every month and we had submitted 20 updates when new baseline was approved. Customer demanded that, after approval of revised baseline, now schedule update should be based on revised approved baseline and not the original baseline. So I had to update revised baseline with actual dates ie I had to update all tasks in one month which I did in 20 months originally. Justin and mine question is "Is there any shortcut to do this exercise?"

In my opinion, keep the record of all changes of baseline and do the same changes in the monthly schedule update. You don't need to start updating revised baseline from zero unless you don't have any record of changes. Do you have any other idea? 

Thanks Raymund. Its very helpful. All actuals can be updated by using "update" feature in "Maintain Baseline" window.

The reason baseline was revised first because customer wanted to approve EOT based on baseline schedule and not updated schedule.

Syed

Baselines should never be updated with 'Actuals' - it's simply poor practice.

Richard,

Initial Baselines are set aside and kept in a secured place. Subject Baselines in the Topic is the Copy of the Initial Baseline.

However, during the course of the Project, when variations are introduced a Baseline # xxx with actuals is necessary.

thanks Raymund, i tried this update baseline function, and it really can do the trick. but i have another followup question:

•  you taught me that since we got our BL2, the way for us to update is to maintain it as baseline of the Previous Actual. And using the function of Update Baseline. This is what I got confused. If we do it this way, does that mean we update the new baseline 2 back to baseline1? Why it is not the other way around, like: I maintain the previous actual as baseline of the Baseline 2 , then I update the Actual with the (dates, duration and datadate) unchecked.

man, thank you a lot for your help and expertise. Merry Christamas!

Syed,

Simple way of updating this is through excel import and export function.

First open the 20th updated initial schedule and export the actuals into excel. file->export->select spread sheet xls->select activity type as activities->select the project->you may use template for progress or create one with the fileds actual start, actual finish, %complete etc, save the excel file at any location.

Now open a copy of revised baseline project->file ->import->select excel spread sheet->select the same excel file->import

Once import is finished, run the schedule to the latest data date. This is what you are looking at. Please be careful that the activity ID's shall be same in both the schedules otherwise you may encounter unwanted results.

Justin,

The recent Schedule as a result of the "Update Baseline" function will be the lates Baseline of the Project. A copy of this Baseline will be updated periodically by the normal way of updating individual activities... Inputs of Actual Start, Remaining Dur, % Complete, etc...

How to manage a Project Schedule step by step?

How to manage a Project Schedule step by step?

copy the baseline schedule use this copy to update progress

decided what your data date or update date will be lest say 1 month after the start date 

go to the status tab when an activitiy has started but not yet finished then check the started box next to the start date and then put in the actual start date (this date must be less than that data date). Now update the remaining duration with the number of working days it take to complete the activity. so this for all started but not completed activities.

when an activitiy has started and finished then check the started box next to the start date and then put in the actual start date (this date must be less than that data date). Also check the finish box next to the finish date and put in the actual finish date. 

now press f9 and change the data date 

review schedule

create schedule narrative