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How to use the baseline?

I have created a project and I have not activated it yet. I selected save as baseline and Clarizen said it was saved successfully. However, I do not see/know where to go to use/compare the baseline to anything. Or where I can go to create a report.

Eblanc Answered

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You may open the Gantt view for the project and select the plan vs actual view.

For reporting purposes, I would invite you to look at the reports module which contains many reports out of the box.

You also have the capability of exporting the content of a view to excel, as well as build charts in Clarizen (in your views as well)

Finally, for more powerful reporting and dashboard capabilities, I would invite you to look at our Excel add in

Jonathan Angel 0 votes
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