Plan Dates and Baselines (v10.xx)
The Use of Baselines
Cerri Project allows project managers to track iterations of their project’s schedule. The initial dates saved during project planning are referred to as the Initial Baseline, serving as a reference point to compare the original project schedule against the actual progress.
Project Dates in Cerri Planner
Cerri Planner tracks three types of project dates: Initial, Planned, Current
The "Current" state of the project plan displays all dates as of the current moment. Tasks are displayed as blue bars and deliverables as blue diamonds. The shaded green portion of the task bar represents the actual time spent on a task.
Initial Baseline
The Initial Baseline tracks the originally planned project schedule.
To view a plan’s Initial Baseline:
Click on the "Dates" field on the toolbar then select "Current and Initial".
The Initial Baseline will be displayed as a thin turquoise line under the current blue tasks and deliverables, but not necessarily on the same dates.
The Initial Baseline is not automatically saved when the project plan is first saved. All changes made after the Initial Baseline is saved will not automatically updated.
If project managers want to save the Initial Baseline, or update it after it has been saved, they can do so manually.
To add tasks and deliverables to an existing Initial Baseline:
Select "Initial Baseline" -> "Accept all current dates as initial baseline"
All blue task lines and turquoise Initial Baseline lines will now line up on the same dates.
If a project manager only wants to include selected tasks and deliverables in the Initial Baseline, they can follow the same steps as above, but select "Accept selected current dates as initial baseline".
Planned vs. Current Dates
Once the Initial Baseline for a project is saved, any future project modifications are stored as "Planned" dates. Planned dates are displayed when "Current and Planned" are selected from the "Dates" field on the plan toolbar.
The Planned dates are displayed as a thin purple line under the blue tasks and deliverables, but not necessarily on the same dates.
The Current dates reflect actual progress. While Planned dates reflect any rescheduling of the plan after saving the Initial Baseline and do not include actuals.
The Current dates are automatically saved every time the project plan is saved. Any modifications made to the project plan after the Planned dates are saved will not automatically be added to it.
If a project manager makes changes to the project plan that need to be part of the Planned dates, they can do so manually.
To make all current dates part of the Planned dates: Open the project plan Click on the [Plan] menu
Select "Planned dates" -> "Accept all current dates as planned dates"
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