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

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

Screenshot: Creating a baseline from Tools or Quick function

Video guide: schedule baselines

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

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

Updated on: 07/26/2026

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