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Overview

A baseline represents the state of a set of requirements at a specific point in time. A baseline might represent a project milestone, such as an important review or a new release. Baselines are used to identify changes in a set of requirements.

A baseline contains the state of each requirement, including the structure of the tree when the baseline was created. The structure is saved since R4J easeRequirements Cloud enables you to review the baseline in Tree form.

Table of Contents
Usage

Operations

Purpose

How to invoke

Action

Create baseline

Right click any item in the project tree view, select Create/Add > Create Baseline, enter the name of the new baseline and select Create. Optionally you can detail it with a description, select components and fix versions.

If a tree filter is in effect when a baseline is created, the resulting baseline only contains the items matching the filter.

Note

The selected components and fix versions (if any) are used to classify the baseline and have nothing to do with the issues. They are not used to filter the issues for the creation of the baseline.

View baselines in a project

Select Baseline in the

sidebar

navigation bar. The resulting table of baselines shows all the baseline created in the selected project.

View all baselines in Jira

Select All Baselines in the navigation bar. The resulting table of baselines shows all the baseline created in all projects.

Compare baselines

There are two ways to view the comparison screen:

  1. In the list of baselines, select the checkbox of the two baselines you wish to compare.

  2. While in the baseline detail view, select the checkbox of the baselines you wish to compare.

The buttons above the comparison table allows you to perform the following actions:

  • Limit the fields displayed in the table via the Display fields.

  • View comparison of baselines in Tree form.

  • Export comparison of baseline to excel.

View baseline details

In the list of baselines, select a baseline to open the Baseline Details. The buttons above the details allows you to perform the following actions:

  • Compare baseline to current values of the issues.

  • View the baseline in Tree form.

  • Export baseline detail to word/excel using default or custom template.

  • Add a signature to a baseline.

Info

Baseline in tree form enables you to view the structure of your requirements when the baseline was created.

Edit baseline details

In the list of baselines, select the edit icon.

Delete baseline

In the list of baselines, select the delete icon.

Baseline Signatures

Electronic signatures are now integrated into the baseline approval process, enhancing efficiency. For example, projects may require Change Control Board members to review baselines associated with key milestones. These baselines are distributed to members via links, each member providing a digital signature (using an verification by email), mandatory free-text role (e.g. “Approver”), and comment (e.g. "approved" or "rejected").

Once a signature has been submitted it cannot be changed or revoked.