What’s New in OnePager 7.2: Change Tracking with Virtual Baselines

In our previous blog post, we discussed OnePager 7.2’s new ability to visually track changes to your project using conditional formatting. In this article, we’ll explore a second way to track changes using a new virtual baseline capability.

Long-time OnePager users know that you can map your baseline markers to any date field from your PPM system; usually one of the standard baseline fields. Beginning with OnePager 7.2, we now give users the ability to generate virtual baselines that are based on the dates in earlier versions of the project, instead of the official baseline in the project plan. Virtual baselines come in two forms:

  • Previous Snapshot: Looks at the start and finish dates from the snapshot immediately preceding the current snapshot in your chart, giving you the ability to see what has changed since your more recent update.
  • First Snapshot: Looks at the start and finish dates from the first snapshot in your chart, letting you see what has changed cumulatively since the project first started.

To use virtual baselines for change tracking, you’ll first want to turn baselines on for your tasks and milestones. To do this, go to Home > Chart Properties > Task Bars, and make sure that the Baseline Markers box is checked:

Next, click on the Baseline Properties button, which will let you choose which date fields you want to use for your baselines. Here, we’ll choose to map the baseline dates to to Previous Snapshot Start and Previous Snapshot Finish:

Click OK twice to return to your chart. You’ll see that OnePager now displays baselines that are based on the start and finish dates in the previous snapshot:

In the example above, we can easily identify tasks that have slipped when the baseline bar is out of alignment with the main task bar.

If you want to make it even more obvious as to which tasks have changed, you can use conditional formatting to only show baselines when the finish date has changed, and to hide them when no changes have taken place. To do this, return to Home > Chart Properties > Task Bars, and click on the Manage Rules button. Create a conditional formatting rule to check for when tasks’ finish dates have NOT slipped, using the new Has Not Changed operator. Once you’ve established the condition, scroll to the right, and click into the Baselines cell to control the behavior of baselines when the rule’s conditions have been met:

In the Configure Baseline Properties form, turn off baselines for both tasks and milestones, like this:

Click OK three times to return to your chart. OnePager will eliminate the baselines for tasks where the finish date is unchanged, leaving only the baselines for tasks where the schedule has slipped:

This entry was posted in OnePager 7.2 by Safford. Bookmark the permalink.

About Safford

Safford is a versatile technology professional with a solid history of empowering emerging growth companies in a broad array of industries. His employment history includes energy industry consulting at Quorum Software, Senior Manager of Client Services and Technical Sales at telecom service aggregator GetConnected, and Vice President of Strategic Partner Management at electronic payment processor IP Commerce. Prior to his tenure as OnePager's COO, Safford was the company's Vice President of Marketing and Alliances. Safford holds a BA in Psychology and management from Rice University.

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