Jama Connect User Guide

All about baselines

A baseline in Jama Connect is a snapshot of your project at a point in time. The current version of each selected item — and their relationships — are forever associated with that baseline.

Why are baselines important?

A baseline captures the relationship of your selected project components to each other, as well as their state — for example: draft, reviewed, approved.

A project in Jama Connect can have many baselines. Use baselines as the basis for an export or as a reference for a historical milestone. By creating a baseline at each project milestone, you can view the status of your project at those key points in the lifecycle. For example:

  • At gate reviews

  • Before a reorganization

  • Before an import of requirements

Where to create the baseline

In the Jama Connect Project, navigate to the Baselines tab and click Add > Baseline.

baselines.png

Create a baseline (snapshot)

Are you ready to send an item for review? Or maybe you need to capture the current set of requirements. Perhaps your project has reached a milestone like testing or approval.

Create a baseline to secure a snapshot of one or several items in your project.

  1. Select the Baseline tab from the left panel tabs of your project.

  2. From the Add drop-down menu, select Baseline.

  3. Select the criteria that you want to include in your baseline, using the three tabs in the pop-up window:

    • Item selection — A copy of the project where you are working. Select your entire project, a single set, multiple sets, a single item, or multiples items.

    • Releases — If you created a release, baseline one or multiple items.

    • Filters — Baseline any advanced filters you created.

  4. Click Create. The Add Baseline window appears with a pre-populated name.

  5. (Optional) Rename the baseline or add a description.

  6. Click Save.

Your baseline is now created and is highlighted under the source where you created it.

highlighted_baseline.png

Organize your baseline tree: the basics

Working with baselines is dynamic and intuitive: reorganize, rename, and restructure your tree however you want. Let’s create a folder or two, then we can arrange them.

Note: You must be a project admin or organization admin to do this.

  1. From the Add drop-down menu, select Folder.

  2. In the window that opens, type the name of the folder.

  3. Click Save.

The new folder is saved at the top of your baseline tree.

Quick tips

  • To add a folder to an existing folder, right-click on a folder and select Add Folder.

  • To move a folder or a source, drag it to a location in your baseline tree.

Learn more about baselines

For detailed information about baselines, explore more topics in the User Guide: