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In Depth Information
Updating a baseline
As with simpler tracking methods, tracking timephased actuals is a way to address the most
basic questions of managing a project:
▪ Are tasks starting and finishing as planned? If not, what will be the impact on the
project’s finish date?
▪ Are resources spending more or less time than planned to complete tasks?
▪ Is it taking more or less money than planned to complete tasks?
As a project manager, you must determine what level of tracking best meets the needs of
your plan and stakeholders. As you might expect, the more detailed the tracking level, the
more effort required from you and the resources assigned to tasks. This chapter exposes
you to the most detailed tracking methods available in Project.
In this chapter, you work with different means of tracking work and handling incomplete
work. You begin, however, by updating the project baseline.
PRACTICE FILES Before you can complete the exercises in this chapter, you need to copy
the book’s practice files to your computer. A complete list of practice files is provided in
“Download the practice files” at the beginning of this topic. For each exercise that has a
practice file, simply browse to where you saved the book’s practice file folder.
IMPORTANT If you are running Project Professional with Project Web App/Project Server, take
care not to save any of the practice files you work with in this topic to Project Web App (PWA). For
more information, see Appendix C, “Collaborating: Project, SharePoint, and PWA.”
Updating a baseline
If you completed Chapter 8, you saved a baseline for a plan. Recall that a baseline is a
collection of important values in a plan, such as the planned start dates, finish dates, and
costs of tasks , resources , and assignments . When you save (or set) a baseline, Project takes
a “snapshot” of the existing values and saves it in the plan for future comparison.
Keep in mind that the purpose of the baseline is to record what you expected the plan to
look like at one point in time. As time passes, however, you might need to change your
expectations. After saving an initial baseline plan, you might need to fine-tune the plan by