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Jama Connect Help

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 baselines are important

A baseline captures the relationship between your selected project components, as well as their state. For example, Draft, Reviewed, and Approved.

A project in Jama Connect can have many baselines. You can 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 key points in the lifecycle. For example:

  • At gate reviews

  • Before a reorganization

  • Before an import of requirements

Where to create the baseline

Use whichever method suits you best.

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

    The Baselines tab in the navigation panel is highlighted.
  • From the Explorer tree, select a component, set, folder, or item, then select Add baseline from the menu.

    A product is selected in the Explorer Tree, and the drop-down list displays all options, with Add baseline highlighted.
Creating a baseline

Creating a baseline is recommended at several points in the product development cycle.

  • When you are ready to send an item for review

  • When you need to capture a snapshot of the current set of requirements or a set of items in your project.

  • When your project has reached a milestone like testing or approval.

You can select an entire project, a single set, multiple sets, a single item, or multiple items.

The baseline you create is highlighted under the source where you created it.

A new baseline is highlighted beneath its source.
Organizing your baseline tree: the basics

Working with baselines is dynamic and intuitive: reorganize, rename, and restructure your tree however you want.

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

  • To add a folder to an existing folder, select a folder, then select Add Folder from the menu.

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

Organization and Project Admins only

You need project or organization admin permissions for this task.

Learn more

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