How to use baselines

Create a new baseline

1. Switch to the tree-view of the project you want to create the baseline on
   1. either click on Requirements in the main navigation bar and select a project from Current Project or Recent Projects
   2. or Select Requirements > View All Projects from the main navigation bar and select a project from the list
2. Right click the folder from the project tree you want to create the baseline on
3. Select Create Baseline
4. Enter a name and a description for the new baseline and click Create

View existing baselines

View all baselines from every project

1. Select Requirements > View All Baselines from the main navigation bar

View baselines from a specific project

1. Switch to the tree-view of the project you want to view a baseline from
   1. either click on Requirements in the main navigation bar and select a project from Current Project or Recent Projects
   2. or Select Requirements > View All Projects from the main navigation bar and select a project from the list
2. Click on the Baselines button in the top right corner
    

Select a baseline from the list to display it's content

With the buttons above the baseline content you can

• Filter the displayed fields of all issues contained in the baseline
• Collapse all contained issues
• Export the baseline content to XML or Excel
• Add a Signature for the baseline (Note that submitted signatures are irrevocable)

Edit a baselines description

1. Switch to a baseline view of your choice
2. Click on the Edit icon next to the baseline you want to edit
3. Enter a new description and click Edit

Delete a baseline

1. Switch to a baseline view of your choice
2. Click on the Delete icon next to the baseline you want to delete
3. Click Delete to delete the baseline

Compare Baselines

1. Switch to a baseline view of your choice
2. Select the two baselines you wish to compare
3. Click Compare selected baselines

Baseline Comparison Reference

Comparison Content

A baseline comparison lists all issues from the compared baselines.
For every issue all fields are listed and the values from the particular revision of the issue in each of the two baselines are compared.
If the value of a field has changed between two baselines that field is highlighted in color.

If an issue is part of only one baseline the entire issue is highlighted in color. 
For the baseline that contains the issue the values of all fields are displayed. 
For the other baseline an indication is displayed, that the corresponding issue isn't contained.

Filtering Comparison Results

Quick Filters

It is possible to filter the issues from a baseline comparison using quick filters. 
To apply a quick filter click on the corresponding button in the baseline comparison.
To remove a quick filter click the button again.

The following quick filters can be applied:

Only Changed Issues
Only issues that are contained in both baselines and have changed between the two baselines are displayed in the comparison.
It doesn't matter whether the left or the right baseline contains the newer revision of an issue and therefore the changes.

Only on Left Side
Only issues that are contained exclusively in the left baseline are displayed.

Only on Right Side
Only issues that are contained exclusively in the right baseline are displayed.

Filter Fields

It is possible to select the issue fields displayed in the comparison.

Click on the Filter Fields button located in the top right corner to open a list of fields available.
By default all issue fields are displayed. To remove issue fields from the comparison uncheck the corresponding entry in the list. 

Click on Clear selected items to uncheck every entry of the list.

Click on Filter to apply the selection, Reset to reset the selection back to the default values and Cancel to revert the changes.