Skip to main content

Current & Baseline Marking

Available in: All plans
Last updated: 26-Feb-2026

Overview​

In schedule management, comparing two versions of a schedule is one of the most critical workflows. Kazinex uses the concepts of Current and Baseline to distinguish between schedule versions:

  • Current — The latest version of the schedule (the most recent update)
  • Baseline — The reference version used for comparison (typically the approved or previous update)

Marking schedules as Current and Baseline unlocks the Comparison tab, which shows you everything that changed between the two versions.

How It Works​

When you upload multiple schedule updates for the same project (e.g., January update and February update), you designate one as Current and one as Baseline. Kazinex then compares them field by field across activities, WBS, relationships, resources, and more.

Rules​

RuleDetail
One Current at a timeOnly one project can be marked as Current at any point
One Baseline at a timeOnly one project can be marked as Baseline at any point
Any project can be eitherYou can swap which schedule is Current or Baseline at any time
Independent of each otherMarking a project as Current does not affect the Baseline selection, and vice versa

Step-by-Step Guide​

Mark a Project as Current​

  1. Open the Projects tab
  2. Find the project you want to designate as the latest schedule
  3. Click the three-dot menu (⋯) on the project card or row
  4. Select Mark as Current
  5. A Current badge appears on the project card

Mark a Project as Baseline​

  1. Open the Projects tab
  2. Find the project you want to use as the reference comparison point
  3. Click the three-dot menu (⋯) on the project card or row
  4. Select Mark as Baseline
  5. A Baseline badge appears on the project card

Remove a Marking​

To remove a Current or Baseline designation:

  1. Click the three-dot menu on the marked project
  2. Select Remove Current or Remove Baseline

Swap Markings​

If you upload a new schedule update and want to shift the designations:

  1. Mark the new upload as Current
  2. Mark the previous Current schedule as Baseline

The old Baseline becomes an ordinary project — it stays in your library but is no longer part of the active comparison.

Using Markings for Comparison​

Once you have both a Current and a Baseline marked:

  1. Open the Comparison tab from the main tab navigation
  2. Kazinex automatically loads the comparison between your marked Current and Baseline
  3. The Change Summary Dashboard shows high-level deltas
  4. Drill into added, deleted, and modified activities

See Comparison Overview for a full guide.

Visual Indicators​

Projects that are marked show clear visual badges:

BadgeColorMeaning
CurrentBlueThis is the latest schedule version
BaselineGrayThis is the reference schedule for comparison
None—An ordinary (unmarked) project in the library

These badges appear on:

  • Project cards (card view)
  • Project rows (table view)
  • The Comparison tab header

Typical Workflow​

Here is a common monthly update workflow:

  1. Week 1 — Receive the updated schedule from the planner
  2. Upload the new .xer file
  3. Mark the new upload as Current
  4. Mark the previous month's schedule as Baseline
  5. Open the Comparison tab and review all changes
  6. Open the Quality tab on the Current schedule and check governance scores
  7. Generate a comparison report for stakeholders

Tips & Best Practices​

  • Always mark the newer schedule as Current and the older as Baseline — this makes change direction intuitive (additions are new things, deletions are removed things)
  • Keep a naming convention for uploaded files (e.g., ProjectX_Jan2026.xer, ProjectX_Feb2026.xer) so you can easily identify which is which
  • You do not need to delete old schedules — they remain in your project library for reference
  • Use role badges (Owner / Collaborator) alongside Current/Baseline badges for team visibility

Troubleshooting​

ProblemSolution
Comparison tab shows "No schedules selected"Ensure both a Current and a Baseline project are marked
Wrong project is markedClick the three-dot menu and remove the marking, then apply it to the correct project
Can't find the Mark optionThe option is in the project actions menu (three-dot button on the card or row)