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Guides for projects, resources, signing and your workspace. Choose a topic, follow the steps and open the related product area.

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From first upload to advanced workflows

1Upload and send a document
2Use Smart Review before sending
3Manage vendors and approvals
4Set up Project Portfolio & Resource Management

Project Portfolio & Resource Management

Schedule baselines and variance history

An authorized project Manager reviews a summary and explicitly sets a schedule baseline. Undated tasks are reported as gaps; dates are never invented. Current schedule edits do not alter saved baseline snapshots.

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Steps to follow

  1. 1

    Baselines retain task identity, hierarchy, dates, duration, dependencies, milestones and the working calendar used. Grid and Timeline compare baseline and current dates using working-day variance, marking delays, earlier dates, unchanged dates and unavailable comparisons.

  2. 2

    Added tasks are marked; removed tasks retain comparison history. Rebaselining requires a reason and explicit confirmation, retains earlier versions, and identifies the current reference baseline. Select an earlier baseline for comparison.

  3. 3

    Setting a baseline approves neither execution nor resource allocations and does not change official project health. Whole-schedule deletion preserves baselines, task history and audit history.

Featured guides

Helpful reading for common workflows

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