Introducing Baseline: A new feature in Planner - Corporate Project Solutions

Introducing Baseline: A new feature in Planner

Date Published 26/04/2024
Author Lester Lovelock
Category Technology
Project management just got an upgrade with Microsoft Planner’s new Baseline feature, now rolling out in premium plans. This capability allows users to capture the state of a plan at a specific moment, creating a reference point to measure current progress against. It’s great for staying on track and making necessary adjustments as your project evolves.

How to Set Your Baseline  

Setting a Baseline is simple: 

  1. Navigate to the Baseline button. 
  1. Select “Create baseline”. 
  1. Your project’s Baseline is now recorded.  

A screenshot of a computer

Description automatically generated

Monitoring Progress with Ease  

With Baseline, you can easily monitor your project’s progress at any time, ensuring you’re moving as planned. 

A screenshot of a computer

Description automatically generated

Re-baselining 

Resetting a baseline isn’t available right now, but it is possible to delete and recreate your baseline. This can be done through the baseline tab by clicking on the ellipse: 

Future Enhancements  

Stay tuned for upcoming updates on task level variances and more. Keep an eye on the Microsoft 365 Roadmap for the latest details. 

Microsoft 365 Roadmap | Microsoft 365 

Things to note: 

  • Available through the native UI, and the schedule in the Power App, but only in the Grid view. 
  • This is available in default and named (non-default) environments. 
  • Baselines from other tools cannot be imported yet. 
  • Currently, only one Baseline can be captured. 
  • Task-level details are recorded but not yet visible in the user interface. 
  • Project and task level details are stored in Dataverse and can be exported for further analysis and reported on through Power BI. 

Contact Us

For further information, contact Corporate Project Solutions today

Get started today

Author

Lester Lovelock
Lester Lovelock
Head of Practice - Modern Work Management

Lester brings over 17 years’ consultancy experience in Project, Programme and Portfolio Management (P3M) and organisational change. He has a proven track record of delivering significant, complex change with appropriate visibility and building change through P3M skills and capabilities – bridging the gap between business and technology.

Stay Ahead with CPS

Success Stories
Success Stories

Transparent project management helps BCUHB deliver a healthier North Wales with a better patient experience.

Learn about Project for the web
Learn about Project for the web

Project for the web supports and streamlines the delivery of your projects and change portfolios to ease reporting, decision-making, risk management and reduce the manual time taken to do all these activities.

Discover Modern Work at CPS
Discover Modern Work at CPS

We specialise in deploying PPM tools and their associated governance and adoption, supporting you in identifying and deploying the right solution.

Talk To Us About Your Requirements