Baselines
This page describes the baseline mode and how to create and use baselines in Codebeamer.
Overview
In Codebeamer, baselines can be created to capture the state of the content in a given moment. Baselines function as saved snapshots, but they are not copies of the content. Instead, baselines are references to the current version of the content in the given moment.
Baselining is available for the following artifacts:
• Projects
• Trackers
• Document folders (directories)
Each type of baseline can be managed through the
Baselines tab in the main menu, and project baselines can be created here. Tracker baselines can be created and managed through

Baselines and Branches menu or from the

context menu of the tracker. Document baselines can be created from a document folder in the
Documents tab with the context menu of the folder. Project and tracker baselines can be managed both in the
Baselines main menu and in the tracker baseline overlay menu. For tracker baselines, the tracker from which the baseline is created is indicated below the baseline name.
When a project baseline is created, a snapshot is saved of the following elements:
• Tracker items
• Documents
• Comments
• Attachments
The tracker and the directory baseline is a snapshot only of the artifact from which the baseline was created.
Using baselines has the following benefits:
• Possibility to go back to an earlier snapshot to see how the content looked like in that given time.
• Possibility to compare two baselines against each other.
• Possibility to use baselines for audit purposes, and identifying deviations by comparing baselines.
• Possibility to maintain wiki pages for multiple releases.
Once a baseline is created, items cannot be added, removed, or edited in it. The new baseline has the same access permissions as its source directory, and deleting the directory deletes the baseline as well. But when copying the source directory, the baseline is not copied.
To use the baselining function, users need to have the necessary permissions. The following baseline-related permissions exist in Codebeamer:
• Baselines - View: allows users to view baselines in a project.
• Baselines - Admin: allows users to administer baselines in a project.