Editing baselines

You can edit a baseline to change the name or description, or attach files to it for future reference, such as reports or exported Microsoft Word documents. You cannot change the items included in a baseline.

Note:  Only one user can edit a baseline at a time. A message is displayed if a baseline is locked for editing by another user.

1. In the Baselines list, select the baseline.

2. Click Actions and choose Edit.

The Editing Baseline page opens.

3. On the Details tab, make any changes to the baseline Name or Description.

The baseline details are displayed, including the baseline name and number. Information is also displayed in the following areas.

Area Displays:  
Attachments Files attached to the baseline after it was added. To view a file, click the filename or select the file and click View. If the browser cannot open the file, it is automatically downloaded. You can then open the local copy in the associated application. To download the file, select it and click Download, or click to download it.

To attach a file, click Attach. See Attaching files to baselines.

To delete a file, select it and click Delete, or click next to the attachment. You are prompted to delete the attachment. There is no undo available. Click Delete.
 
Source Items The list of source items selected when the baseline was added. You can search for an item in the list. To view the item details as they were captured when the baseline was added, click the summary or name. You can also select an item and click View.  
Link Options The link options selected when the baseline was added. Linked Items shows the items linked to the source items that were automatically included in the baseline. Relationships shows the relationship types used to determine linked items to include in the baseline.  
History Historical information about the baseline, including the user who added it, when it was added, how it was added, who last modified it, the date it was last modified, and what changed. Click Load History if no information is displayed.  

4. Click the Contents tab to view the items included in the baseline. You cannot change the baseline contents. See Viewing baseline contents.

5. Click Save to save the changes.