Create and compare project baselines in Project Workspace

task australia Updated Sep 10, 2026 1 min read create-project-baselines-in-project-workspace.md

Create a schedule baseline and financial baseline of a project. A baseline is a snapshot of the project's progress at the particular moment of time.

Before you begin

Role required: it_project_manager

About this task

Create as many baselines as necessary to review the changes made to and progress of your project by comparing these baselines. Comparing baselines helps you understand the real-time deviations between planned and actual values of the project tasks.

Note: If your project has sub projects in it, you cannot create baselines for them from the planning page view.

Procedure

Open a project from the home page of Project Workspace.

For information, see Access the Project Workspace.
Create a baseline for the project.
1. Select the Baselines icon ([Omitted image "icon-baselines.png"] Alt text: Baselines option.).
2. Select Create new.
3. On the form, fill in the fields.
  
  Provide the name and description for the baseline, and select Schedule baseline or Financial baseline, or both.
4. Select Save.
A baseline is created for the current day and is listed when you select Baselines ([Omitted image "icon-baselines.png"] Alt text: Baselines option.).
Compare baselines for the project.
1. Select the Baselines icon ([Omitted image "icon-baselines.png"] Alt text: Baselines option.).
2. From the list of available baselines, select the ones that you want to compare.
  
  You can select up to two baselines.
3. Select Apply.
- On the timeline view, the baseline appears as a set of grey lines below the task bars. These grey lines represent the planned dates while the task bars represent the actual dates.
- On the grid view, you can add the columns related to baselines that show the following information of the selected baselines. You can select these columns from the Settings side panel ([Omitted image "icon-settings.png"] Alt text: Settings icon.)
  - Start date
  - End date
  - Variance If you don't see the baseline columns on the data grid, refresh the workspace using the Refresh icon [Omitted image "icon-refresh.png"] Alt text: Refresh project workspace..

Parent Topic:Managing projects with Project Workspace

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---
title: Create and compare project baselines in Project Workspace
description: Create a schedule baseline and financial baseline of a project. A baseline is a snapshot of the project's progress at the particular moment of time.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/project-workspace/create-project-baselines-in-project-workspace.html
release: australia
product: Project Workspace
classification: project-workspace
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Manage projects, Project Workspace, Project Portfolio Management, Strategic Portfolio Management]
---

# Create and compare project baselines in Project Workspace

Create a schedule baseline and financial baseline of a project. A baseline is a snapshot of the project's progress at the particular moment of time.

## Before you begin

Role required: it\_project\_manager

## About this task

**Note:** If your project has sub projects in it, you cannot create baselines for them from the planning page view.

## Procedure

1. Open a project from the home page of Project Workspace.

For information, see [Access the Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/access-new-project-workspace.md).

2. Create a baseline for the project.

1. Select the Baselines icon \(\[Omitted image "icon-baselines.png"\] Alt text: Baselines option.\).

2. Select **Create new**.

3. On the form, fill in the fields.

Provide the name and description for the baseline, and select Schedule baseline or Financial baseline, or both.

4. Select **Save.**

A baseline is created for the current day and is listed when you select Baselines \(\[Omitted image "icon-baselines.png"\] Alt text: Baselines option.\).

3. Compare baselines for the project.

1. Select the Baselines icon \(\[Omitted image "icon-baselines.png"\] Alt text: Baselines option.\).

2. From the list of available baselines, select the ones that you want to compare.

You can select up to two baselines.

3. Select **Apply**.

- On the timeline view, the baseline appears as a set of grey lines below the task bars. These grey lines represent the planned dates while the task bars represent the actual dates.
- On the grid view, you can add the columns related to baselines that show the following information of the selected baselines. You can select these columns from the Settings side panel \(\[Omitted image "icon-settings.png"\] Alt text: Settings icon.\)
- Start date
- End date
- Variance
If you don't see the baseline columns on the data grid, refresh the workspace using the Refresh icon \[Omitted image "icon-refresh.png"\] Alt text: Refresh project workspace..

**Parent Topic:**[Managing projects with Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/use-projects-pw.md)