> ## Knowledge Base Index
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> Use this file to discover available pages before exploring further.
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# Save and Use Schedule Baselines

## Overview: schedule baselines

A baseline is a snapshot of your schedule at a specific point in time, which is used to lock the current plan so you can track changes, compare progress, or review earlier versions.

A baseline only reflects the schedule as it was when saved. Deleted tasks after a baseline is created are noted during activation.

* Your role can be any CxPlanner user.
* You can find the menu at **Schedule** - **Tools** or **Quick function** - baseline.
* This changes the schedule view for comparison. It does not permanently overwrite the live schedule.

|| All users can access and view baselines.

## How to create and activate a baseline

1. Build or open your schedule in CxPlanner.
2. Before making changes, click **Tools** or use **Quick function** to create a baseline.
3. Confirm creation of the baseline.
4. Make any changes to your schedule as needed.
5. To compare, activate the baseline. It appears under your current schedule as blue bars.

![Screenshot: Creating a baseline from Tools or Quick function](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_rwh5lm.png)

## Video guide: schedule baselines

${frame}[CxPlanner video demo](https://www.loom.com/embed/93a6ae672d734b128d6b9a8887d18b71)

## Results: baseline behaviour

* If no baseline exists for today, the quick function button is highlighted in yellow
* When a baseline is active, blue bars display beneath the current schedule
* If a task saved in the baseline no longer exists, a popup notifies you

![Screenshot: Active baseline shown as light blue bars under the schedule](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_i82bga.png)

## Troubleshooting: schedule baselines

| Problem | Cause | Solution |
|---|---|---|
| Quick function not highlighted | A baseline already exists for today | Check existing baselines in the **Tools** menu |
| Missing tasks when activating baseline | Task deleted since the baseline was saved | Review the popup details for deleted task information |
| Baseline not appearing under schedule | Baseline not activated | Select and activate the baseline in the **Tools** menu |