Baselining a Document
A baseline is a special label added to a document that captures a meaningful point in the document’s history. When you baseline a document, Windchill RV&S creates a baseline label for the document. The baseline labels are displayed on the Lineage tab when you open the document item type in the Item View.
The Baseline option is available in DocStudio for documents enabled for creating a baseline. Your administrator determines the item types that allow labels and who can add labels to those items.
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The baseline labels cannot be applied to the following:
• A node in the document.
• Included or inserted document.
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To baseline a document:
1. Open the document you want to baseline in DocStudio.
To baseline a document as of revision, label, branch, or date, open the corresponding historical item from the Item View and then, use the Open in DocStudio option.
2. In
DocStudio, click the vertical ellipsis
and then, select > .
The Create Baseline window opens.
3. In the Label box, type a label name for the baseline.
You can specify maximum 100 characters in a label name. The remaining character count is displayed as you start typing the label name.
| The specified label name must be unique in the document. To help you in finding a unique label name, a list of existing label names is displayed. |
4. Optionally, in the Comment box, type comments for the document baseline.
5. Click Create.
The baseline label is created for the document.
