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Baselines

DATA CENTER AND SERVER | CLOUD

Baselines

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.

Baselines can be created at any level of a project hierarchy. A baseline contains the state of each requirement, including child requirements, starting from the selected folder and extending through all folders in that hierarchy. The state of an issue consists of the values of the fields included in the easeRequirements Detail View at the time the baseline is created.

Due to Requirements Reuse, baselines may contain requirements from different projects.

Operations

Purpose

Action

Purpose

Action

Create baseline

  • Select an item in the project tree view.

  • Select Create/Add > Create Baseline from the context menu.

  • Enter the name of the new baseline.

  • Optionally provide a description.

  • CLOUD Optionally Fix Versions or Components.

  • Select Create.

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

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 > Baseline in the easeRequirements menu bar.

View all baselines of all accessible projects

  • Select Baseline > All Baselines in the easeRequirements menu bar.

View baseline details

  • Select a baseline in the list of baselines.

The following options to configure the display are available in the easeRequirements menu bar:

  • Display Fields: Select the fields to be displayed.

  • View details in list form: Select the icon “Switch to baseline detail view”.

  • View details in tree form: Select the icon “Switch to baseline tree view”.

Data center The last two icons are named “Baseline View” and “Tree View”.

Viewing a baseline in tree form shows you the structure of the requirements when the baseline was created.

The following display options are available in buttons above the comparison table:

  • Expand/Collapse: Display the details of each issue or not.

Additional buttons provide the following actions:

  • Export the baseline details.

  • Data center Copy the baseline (dark feature).

  • Compare the baseline values to the current values of the issues.

  • Sign a baseline--see Baseline Signatures.

Compare baselines

  • Select the checkboxes of the two baselines to be compared in the list of baselines.

  • Select Compare.

Data center The button is named Compare Selected Baselines.

The following options to configure the display are available in the easeRequirements menu bar:

  • Display Fields: Select the fields to be displayed.

  • View details in tree form: Select the icon “Switch to baseline tree view”.

  • View details in list form: Select the icon “Switch to baseline detail view”.

Data center The last two icons are named Tree View and Baseline View.

Viewing a baseline in tree form shows you the structure of the requirements when the baseline was created.

The following options are available in buttons above the comparison table:

  • Expand/Collapse: Display the details of each issue or not.

  • Only Changes: Show only issues that are in both baselines and have differences.

  • Only on Left: Show only issues that are in the left baseline and not in the right baseline.

  • Only on Right: Show only issues that are in the right baseline and not in the left baseline.

  • Visual View: Toggle whether wiki markup is rendered or not.

  • Data Center (ULTIMATE) Combine: Combine the baselines.

  • Export: Export the baselines comparison to Excel.

Data center (ULTIMATE)
Combine baselines

  • Select the checkboxes of the two baselines to be compared in the list of baselines.

  • Select Combine.

  • Provide a name for the new baseline.

  • Edit the default description of the new baseline as desired.

  • Select Combine.

Edit baseline details

  • Select the Edit icon in the list of baselines

Delete baseline

  • Select the Delete icon in the list of baselines

Baseline Signatures

Electronic signatures are integrated in the baseline approval process. 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 verification by email), mandatory free-text role (e.g. “Approver”), and comment (e.g. "approved" or "rejected").

DATACENTER User has to confirm his credentials via the password.

CLOUD User needs to request a code via email.

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