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How do I select and arrange items when creating a baseline?

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When you create a new baseline - you're able to add items to the baseline, as well as arrange the items in a very flexible fashion.

Here are further details:

  • Select Items:
    You can select items to add to the baseline using one of 3 methods:
    • Select All Items in a SmartView: This option enables you to add all items in a specific SmartView.
    • Select All Items from Another Baseline: This option enables you to select all items in a previously generated baseline.
    • Select by Item ID: This option enables you add items to the baseline using their item ID.
  • Arrange Items:
    Once you add items to a baseline, you can arrage them in a flexible fashion - using drag and drop actions.
    • Sorting: Rearrange the order of items using drag up/down.
    • Nesting (Indent/Outdent): Modify hierarchy of items using drag left/right.
  • Delete Items:
    Once you add items to a baseline, you can delete them at any time (until such time when you generate a baseline):
    • Delete All Items: To delete all items from a baseline, click "Delete All Items" link above the list of items.
    • Delete One Item: To delete a single item from a baseline, click "X" at the right of each item.
 
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