Storing baseline information in user-defined fields

You can store information in baseline-level user-defined fields. One possible use of a baseline-level user-defined field is to enter IDs against baselines that you can reference in reports. For example, if you have Contract, Delivery and Revised baselines, you could enter IDs to identify these into a baseline-level user-defined field, then reference these in reports. This is preferable to referencing baseline names in reports, as once a baseline has been created it cannot be renamed, and if a baseline has been named incorrectly, reports that reference the name as it should be will not work.

Using a user-defined field to identify which baseline performs a particular role - Contract, Delivery, etc - also enables you to change which baseline performs each role, by editing the IDs that you have entered into the user-defined field. For example, you could identify that a different baseline performs the Contract baseline role by editing the user-defined field that identifies the role of a baseline and entering "Contract" into the field for the new Contract baseline.

Use the User Field Manager dialog to create baseline-level user-defined fields, selecting Baseline summary in the Object type field on this dialog.

Once you have created one or more baseline-level user-defined fields, you can enter information into them by right-clicking a baseline in the Baseline/What If Manager dialog and selecting User Fields, then entering details in the Baseline Summary Properties dialog that appears.