Baselines in Microsoft Planner

Take a closer look at how to work Baselines in Microsoft Planner Come along with our Solutions Architect Mia Reed, as she guides you through the basics of how to work baselines along with an informative FAQ for any questions you might have!

Add a baseline
1. Navigate to the “Tasks” tab
2. Select “Baseline” on the top right

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3. Click “Baseline” and select “Create Baseline”

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4. The baseline information displays –

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5. Update as needed
a. The Baseline name can be renamed
b. Add a note

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6. To delete a baseline, click the ellipses and select “Delete”

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View Baseline after schedule updates

Risks, issues, changes, and/or delays may affect your schedule. Throughout the project lifecycle, you
can compare your current state with the previously measured baseline.
1. Navigate to the “Tasks” tab and click “Baseline”
2. View baseline details to see how much your project has changed.

 

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*New Update*

  • Previously, when adding a note, the baseline would inaccurately display that the project was “On Track” even if it was behind schedule. This has now been corrected, and baselines reflect the accurate number of days behind.
  • New Information Display: Planner now shows the creation date of the baseline and the user who created it, providing better transparency.
  • Upcoming Enhancements: Microsoft has hinted at future updates that will allow multiple baselines to be set, which is currently unavailable but supported by backend improvements.

FAQs

Can I import my Baselines from Planner Desktop and/or other tools?
No, Baselines cannot be imported to Planner while importing the project.

Can I create multiple Baselines?
You can capture only one Baseline at the moment. To have an updated Baseline, you can delete the
existing one and recapture the current state of project.

Are only project level details being captured?
No, it also records specific details for each task, including start and finish dates, percent completion,
duration, and work. It’s important to note that while task-level data is present in Dataverse, it is
currently not available on the user interface. However, plans are underway to make this information
accessible in the future. Stay tuned for updates on this.

Can I export the details I captured?
Project and task level details will be stored in Dataverse and can be exported from there