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Create a demand › Use › Demand Management › Project Portfolio Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a baseline of a demand

Create a financial baseline of a demand, which captures benefit and financial metric information (snapshot of cost plan, benefit plan, and demand-level financial metrics) at a particular moment in time.

Before you begin

You can create as many financial baselines as necessary and review the financials changes that have been made to the demand since the previous baseline. Any financial baseline doesn’t capture the actual cost component of the demand.

Role required: it_demand_manager

Procedure

  1. Navigate to All > Demand > Demands > All.

  2. Select the required demand.

  3. To create a financial baseline of a demand, use either of the options.

OptionSteps
From a related link
  1. Select the Create Baseline related link.
  2. In the Create Baseline pop-up, enter a suitable description.
  3. Select Save.
From a related list
  1. Select the Demand Baselines related list.
  2. Select the Create Baseline button.
  3. In the Create Baseline pop-up, enter a suitable description.
  4. Select Save.

Parent Topic:Create a demand