Create a tip baseline

Use this operation to create a snapshot of a project or stream to preserve its state of development.

PRIVILEGES: Create Baseline.

Note: Item revisions that are in an off normal state are not included in the baseline.

To create a tip baseline:

  1. Select File > New > Tip Baseline

  2. In the New Tip Baseline dialog box, in the General tab, verify that the values are correct.

  3. From the Product list, if required, select another product.

  4. For Baseline ID, enter a name or label for the baseline. This name must be unique within the product.

  5. From the Type list, select a baseline type. The values in this list are set up in the process model.

  6. (Optional) In Related Requests, enter any requests you want to relate to this baseline as In Response to or use the browse button to select them.

  7. If required, under Project/Stream Selector, select another product from the Product list, and select another project or stream from the ID list.

    Alternatively, select Use Global if you want to use the Global Project in order to not restrict the baseline to a specific project/stream.

  8. If you also want to baseline any sub-projects or baselines that are attached to the project, select Also baseline attached sub-projects and baselines. (This option only appears for a project when there are sub-projects or baselines.)

  9. Click the Attributes tab, and complete any required fields.

  10. Click the Create button.

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See also: