Add a Baseline Category

Add a baseline category to create meaningful context and standards for baselines that are created for projects in your organization. When adding a baseline category, you can assign it to a workspace and determine a preferred sharing method.

After creation, baseline categories are made available for assignment for the projects in your workspace whenever a user creates a baseline. Baseline assignments can be modified at any time after a baseline has been created.

To add a baseline category to a workspace:

1. In the object selector, select  Workspace, select View Workspaces List, and then select a workspace name.
2. From the  Main Menu, select  Summary & Settings.
3. On the Summary & Settings page, select Dictionaries, and then select Baseline Categories.
4. Select  Add to create a new baseline category in the list.
5. In the Name dialog box, enter a unique name for the baseline category. Be sure to enter a name that will hold significance for any users in your organization who may be creating baselines.
6. In the Sharing Method list, select either Manual or Automatic. See Shared Data Overview for more information on data sharing methods.
7. Select Save.

Tips:

• You can import baseline categories using P6 XML Import if they are assigned to project baselines and selected for import. After a baseline category is imported, it is available to assign to other baselines in the workspace. Users must have the workspace level Import XML privilege to import objects. See Importing P6 XML or XER into Oracle Primavera Cloud.