Create baselines

This topic explains how to create different types of baselines in the web client.

Create baseline scoped by design part

To mark a milestone, you can create a snapshot of a project/stream based on a design part structure.

Caution: Avoid creating more than one baseline at a time. If you create multiple baselines simultaneously, you may corrupt the baselines and they may not contain the correct data.

PRIVILEGES: Create Baseline.

To create a baseline based on a design part:

  1. In the web client, open the Baselines view.

  2. On the toolbar, click New , and select Baseline.

  3. In the New Baseline dialog box, on the General tab, specify the following details:

    Field Description
    Baseline ID

    Enter a unique name or label for the baseline, up to 128 characters long.

    The name cannot contain these characters: - / “ :
    Type

    Select a baseline type.

    The available types are defined in the Administration Console.

    Parent design part

    Enter a design part specification, or browse to find the design part.

    Use the following format to specify a design part ID:

    <productID>:<partID>.<variant>;<pcs>

    The default selection is the top-level design part in the product, or the current design part if you selected one in the design part tree.
    Part Levels

    To include items from all design parts under the parent, select All.

    To specify the number of levels in the design part hierarchy from which to include the items, select From top to level and enter an integer value.

    For example, enter 1 to include items related directly to the selected design part. Enter 2 to also include items related to the next immediate subordinate design part.
    Define baseline using

    Select what to define the baseline on, Request or Requirement. Then browse to select one or more requirements or requests whose related items you want to include in the baseline.

    The baseline is related to the request/requirement(s) as In Response To.

    Note: The specified requirements or requests affect the content of the baseline only if you have selected a request baseline template. For an item baseline template, the requirements or requests are related as In Response To the baseline and have no effect on the items to be included in the baseline.
    Template Release or archive baselines only: Select a baseline template.
    Project

    Select the project on which to base the baseline. By default, your current project is selected.

    To narrow down the list of projects by name, enter a keyword in the Filter field.

    To use the Global Project so that the baseline is not restricted to a specific project/stream, select $GENERIC:$GLOBAL.
    Traverse Relationships

    If you selected a request baseline template, use this option to include item revisions for all requests related to the listed Dimensions CM requests.

    Clear this option to exclude item revisions for Dimensions CM requests that are related to the requests selected by the template.

    This option is displayed only if you have selected a request baseline template.
    Include item revisions related as Info to requests

    If you selected a request baseline template, use this option to include item revisions related as Info.
    Include closed request

    If you selected a request baseline template, use this option to include items related to closed requests.

  4. If any user-defined attributes exist for the selected baseline type, select the Attributes tab to view and change them.

  5. Click Submit.

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Create tip baseline

A tip baseline enables you to create a snapshot of a project/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. In the web client, open the Baselines view.

  2. On the toolbar, click New , and select Tip Baseline.

  3. In the New Tip Baseline dialog box, on the General tab, specify the following details:

    Field Description
    Baseline ID Enter a unique name or label for the baseline, up to 128 characters long.
    Type

    Select a baseline type.

    The available types are defined in the Administration Console.

    Project

    Select the project on which to base the baseline. By default, your current project is selected.

    To narrow down the list of projects by name, enter a keyword in the Filter field.

    To use the Global Project so that the baseline is not restricted to a specific project/stream, select $GENERIC:$GLOBAL.
    Traverse child collections

    Projects only: Select this option to include in the baseline any subprojects or baselines attached to the project.
    Related requests

    Specify any requests you want to relate to this baseline as In Response To.

  4. If any user-defined attributes exist for the selected baseline type, select the Attributes tab to view or change them.

  5. Click Submit.

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Create revised baseline

You can create a new baseline by revising an existing baseline. The revised baseline can include or exclude the changes made to items in response to a set of requests or requirements.

Caution: Avoid creating more than one baseline at a time. If you create multiple baselines simultaneously, you may corrupt the baselines, and they may not contain the correct data.

PRIVILEGES: Create Baseline.

Limitations:

  • When multiple revisions of the same item are related to one or more requests or requirements as In Response To, the latest revision by pedigree is selected.

    If two or more item revisions are on different branches, creating a revised baseline causes Dimensions CM to issue a warning and continue processing without changing the revision of that item in the baseline.

  • You can specify a maximum of 496 requests/requirements for a revised baseline.

To create a revised baseline:

  1. In the web client, open the Baselines view.

  2. In the Baselines view, select the baseline on which you want to base the revised baseline.

  3. On the toolbar, click New , and select Revised Baseline.

  4. In the New Revised Baseline dialog box, on the General tab, specify the following details:

    Field

    Description
    New Baseline ID

    Enter a unique name or label for the baseline, up to 128 characters long.

    The name cannot contain these characters: - / “ :
    Type

    Select a baseline type. The default is the type of the selected baseline.

    The available types are defined in the Administration Console.

    Request Select this option to include/exclude item revisions based on related requests.
    Requirement Select this option to include/exclude item revisions based on related requirements.

    Update Baseline using

    Enter or browse for the requirements or requests whose related items you want to include in the baseline. The item revisions must have an In Response To relationship to the requests.

    Specify one or more IDs separated by commas, for example:

    PAYROLL_CR_2, PAYROLL_PR_3

    For details about how the requests are processed, see Revise and merge baselines.

    Remove From Baseline

    Enter or browse for the requests or requirements whose related items you want to remove from the baseline. The item revisions must have an Affected relationship to the requests/requirements.

    Specify one or more IDs separated by commas.

    Note: You must specify at least one request or requirement in either the Update baseline using field or the Remove from baseline field.
    Traverse Relationships Select this option to include item revisions in all requests related to the specified Dimensions CM requests.
    Project

    Select the project on which to base the baseline. By default, your current project is selected.

    To narrow down the list of projects by name, enter a keyword in the Filter field.

    To use the Global Project so that the baseline is not restricted to a specific project/stream, select $GENERIC:$GLOBAL.

  5. If any user-defined attributes exist for the selected baseline type, select the Attributes tab to view or change them.

  6. Click Submit.

  7. Check your Dimensions CM server email for any errors. The following errors are possible:

    • If the requests in the Requests to Update Baseline With list include more than one revision of an item, Dimensions CM reports an error and does not create the revised baseline.

    • If any revision to be deleted is the same as one that is to be added or substituted, Dimensions CM reports an error and does not create the revised baseline.

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Create merged baseline

You can merge two or more baselines into a new baseline.

PRIVILEGES: Create Baseline.

To merge baselines:

  1. In the web client, select one or more baselines to include in the merged baseline.

  2. Click New , and select Merged Baseline.

  3. In the New Merged Baseline dialog box, on the General tab, specify the following details:

    Field Description

    Baselines

    Verify that the baseline specification is correct.

    To change the baselines you want to merge, enter their specification or click the browse button to find them.

    Use commas to separate baseline IDs. Specify baseline IDs in the following format:

    <productID>:<baselineID>

    Baseline ID

    Enter a unique name or label for the baseline, up to 128 characters long.

    The name cannot contain these characters: - / “ :
    Type

    Select a baseline type. The default is the type of the selected baseline.

    The available types are defined in the Administration Console.

    Parent design part

    Enter the top-level design part to include in the new baseline, or click the browse button to find it.

    Specify parent part ID in the following format:

    <productID>:<partID>.<variant>;<pcs>

    The new baseline includes items from all design parts that are owned or used by the design part.

  4. If any user-defined attributes exist for the selected baseline type, select the Attributes tab to view or change them.

  5. Click Submit.

  6. Check your Dimensions CM server email for any errors.

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See also: