To create a new "Baseline":
- Login to your account.
- Click Baselines tab, then click Create Baseline link under the tab.
- In the resulting page, complete all the necessary fields. The fields are self-explanatory, here is some more detail:
- Basic Information: Enter basic information such as baseline name and description.
- Select and Arrange Items:
- Select: Select items you'd like to add to this baseline - just use one of the 3 links in this section and follow on-screen directions.
- Sort: Rearrange the order of items using drag and drop actions - i.e. drag up/down.
- Indent/Outdent: Rearrange hierarchy of items using drag and drop actions - i.e. drag left/right.
- If you'd like to save the baseline for later editing and finalizing - click "Save as Draft" button.
- If you're ready to take the snapshot now - click "Generate Baseline Now" button.
- Once you generate a baseline - you cannot add, edit, delete or rearrange items any longer.
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