Create, modify, and delete baseline plans

Tekla PowerFab
2021
Tekla PowerFab Tekla PowerFab GO

Create, modify, and delete baseline plans

A baseline plan is a listing of schedule tasks, dependencies, and estimated dates, that demonstrates the intent of a project. The actual progress is compared against the baseline plan. A project can have multiple baseline plans, so that you can explore different scenarios that show the effect that a change would have on the schedule. You can set any baseline plan as the current plan of the project at any time.

You cannot create, modify, or delete baselines if you are viewing a snapshot. For more information about snapshots, see View changes in the project schedule and add savepoints.

Create a baseline plan

  1. In the Project Schedule dialog box, go to the Baseline Plan tab.
  2. Click New Baseline.

  3. In the Description field, type a description for the baseline plan.

    The first baseline plan will automatically be named as Initial Baseline, but you can modify the name according to your needs.

  4. If you want to use the baseline plan as the current baseline plan, select the Is Current Baseline Plan check box.
  5. If you want to assign resources to the baseline plan and include the baseline plan in the production schedule, select the Include on Production Schedule check box.

    If you do not want the baseline plan to be shown in the production schedule and resource capacity, clear the Include on Production Schedule check box. For example, this might be the case if the production schedule is created only for quoting.

  6. Click Add.

    The baseline is created. You can now further modify its properties.

  7. To select the calendar that determines the working days and non-working days in the project, click the arrow on the right side of the Calendar field and select a calendar in the list.

    To modify the available calendars, go to Maintenance > Project Management > Schedule Calendars.

  8. Modify the remaining baseline properties according to your needs.

    Option

    Description

    Assembly Quantity

    The total number of assemblies in the project. This value is automatically updated when you update the status of the project schedule.

    Type the total number of assemblies in the Assembly Quantity field.

    Part Quantity

    The total number of parts in the project.

    This value is automatically updated when you update the status of the project schedule.

    Type the total number of parts in the Part Quantity field.

    Weight

    The total weight of the materials in the project. This value is automatically updated when you update the status of the project schedule.

    Type the total weight in the Weight field.

  9. To define the available breakdown levels, click the arrows next to the breakdown fields in the Project Breakdown section of the dialog box.

    By default, two levels of breakdown items (sequences and lot numbers) are available. To make more levels available, select options in the Breakdown Field 3, Breakdown Field 4, and Breakdown Field 5 lists. If you do not want a breakdown level to be available, select None.

    For example, to enable categories as the breakdown level below lots, select Category in the Breakdown Field 3 list.

  10. Click Save.

Copy the current schedule status to baseline columns

  1. On the Baseline Plan tab, click Set Baseline.
  2. In the confirmation dialog box, click Yes to set the baseline values.

The baseline is saved, and the baseline dates update in the blank columns.

Change the current baseline plan

On the Baseline Plan tab, click the arrow on the right side of the Select a Baseline Plan field, and select the desired baseline in the list.

The new baseline plan is displayed in the Project Schedule dialog box.

View the total values and breakdown information of the project

  • To display the total values of the project, on the Baseline Plan tab, click the arrow on the left side of Summary Totals.
  • To display the breakdown information of a task, select a task on Baseline Plan tab, and the click the arrow on the left side of Breakdown Summary.

    The number of breakdown items and the average assembly quantity, part quantity, and weight are displayed for the selected task.

  • To select if actual total values, baseline total values, or both are displayed for the totals and the breakdown summary, click the arrow on the right side of the Show Totals list, and select an option in the list.

Modify a baseline plan

  1. On the Baseline Plan tab, click Baseline Properties.
  2. In the Baseline Plan dialog box, modify the baseline plan properties according to your needs.

    For more information on the properties, see Create a baseline plan.

  3. Click Save to save the changes.

Delete a baseline plan

Deleting a baseline plan is permanent and cannot be undone.
  1. On the Baseline Plan tab, click the baseline plan that you want to delete.
  2. Click Delete Baseline.
  3. In the confirmation dialog box, click Yes to permanently delete the baseline.
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