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Jama Connect User Guide

Create a baseline manually

Create a baseline when you want to capture a snapshot of where items are at in that moment.

Note

You must have a creator license and read/write permissions to manually create a baseline.

Important considerations

  • Baselines are created automatically whenever anyone creates a review.

  • Project versioning must be enabled to be able to create a baseline.

  • All upstream and downstream relationship information from items included in the baseline scope is also included in the baseline snapshot, even if those upstream or downstream items aren't part of the baseline scope. This functionality is limited to relationship direction, item name, and item ID.

To create a baseline manually:

  1. In the Explorer Tree, select the Baselines tab in the project where you want to create the baseline.

  2. Add a baseline using one of these methods:

    • If the item already has a source, select the source and select Add baseline.

      Baselines tab shows a selected baseline with the submenu option Add baseline selected.

    • If you want to create a baseline from the Project Explorer Tree, select a set, component, folder, or item.

      Project Explorer Tree shows an item selected and the submenu option Add baseline selected.

    • If you need to choose items, select Add > Baseline from the top.

      Baselines Explorer Tree shows a selected baseline and the Add > Baseline option selected.

      Note

      If the items from an existing source were deleted, you can't add a new baseline from that source.

    • If you want to create a baseline from a filter, select the Filters tab, select the filter, and select Add baseline.

      The Filters tab shows a selected filter and the Add baseline option selected.

  3. In the window that opens, select a tab (Item selection, Releases, Filters) and select containers or individual items in that tab. You can select containers or individual items, but you can select from only one tab.

    Select items to baseline window shows a blue checkmark next to the selected item.

  4. Select Create.

  5. (Optional) Change the default name for the baseline and add a description.

    You can update the pick list and rich text as needed. When the baseline pick list is updated, the activity is captured in the baseline and project activity streams.

    Add baseline window shows the Name and Description fields.

  6. Select Save to create the baseline.

The new baseline is added to the tree under an existing source or at the top of the tree. Baselines are always listed in the order they were created.

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