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Upload and Mark a Baseline

Time: ~10 minutes Level: Beginner Applies to: Free · Pro · Enterprise

What You Will Learn​

By the end of this tutorial, you will be able to:

  • Upload two schedule versions (an older baseline and a newer update)
  • Mark one schedule as Baseline and the other as Current
  • See baseline badges on your project cards
  • Open the Comparison tab to view the Change Summary dashboard

Prerequisites​

  • A Kazinex account (any tier)
  • Two schedule files representing different periods of the same project (for example, a January update and a February update)
  • Familiarity with uploading files (see Your First 15 Minutes)

Step 1 — Upload Both Schedule Files​

First, import both schedule versions into Kazinex.

  1. Click the Import button in the toolbar.
  2. Upload your older schedule file (for example, Project_Jan.xer).
  3. Walk through the Import Wizard and click Import on the final step.
  4. Repeat the process for your newer schedule file (for example, Project_Feb.xer).

What you should see: Two project cards in the Projects tab, one for each schedule period.

Step 2 — Mark the Older Schedule as Baseline​

The baseline is your reference point — the schedule you compare against.

  1. Open the Projects tab.
  2. Find the project card for the older schedule (for example, January).
  3. Click the actions menu (⋯) on the card.
  4. Select Mark as Baseline.

What you should see: A blue Baseline badge appears on the project card.

Step 3 — Mark the Newer Schedule as Current​

The current schedule is the latest update you want to analyse.

  1. Find the project card for the newer schedule (for example, February).
  2. Click the actions menu (⋯) on the card.
  3. Select Mark as Current.

What you should see: A green Current badge appears on the project card. Both cards now display their respective badges side by side in the Projects tab.

Step 4 — Open the Current Schedule​

Open the current schedule to see it with baseline context.

  1. Click the Current-badged project card to open the schedule.
  2. Navigate to the Activities tab.
  3. Look at the Gantt chart — baseline bars appear behind the current bars when enabled.

What you should see: The Gantt chart shows current task bars in the foreground. If baseline bars are toggled on in Gantt settings, lighter bars appear behind them representing the original baseline dates.

Step 5 — Open the Comparison Tab​

The Comparison tab shows exactly what changed between the baseline and current schedules.

  1. Click the Comparison tab in the main navigation.
  2. If this is your first comparison, click Run Comparison.
  3. Wait for the comparison engine to process the two schedules.

What you should see: The Change Summary dashboard appears, showing cards for total changes, cost delta, labour, material, and non-labour differences. Each card displays a count or value.

Step 6 — Review the Change Summary​

The summary gives you a high-level overview of what moved.

  1. Note the Added count — activities that exist in the current schedule but not in the baseline.
  2. Note the Deleted count — activities removed since the baseline.
  3. Note the Modified count — activities that exist in both but have changed field values.
  4. Look at the cost and resource delta cards for financial and resource impacts.

What you should see: A dashboard with clearly labelled cards showing the magnitude of change between your two schedule periods.

Step 7 — Verify Your Work​

Confirm you have a working baseline and current setup.

  1. Return to the Projects tab. You should see two cards — one with a Baseline badge and one with a Current badge.
  2. Open the Comparison tab. The Change Summary dashboard displays results.
  3. Verify that the Added, Deleted, and Modified counts look reasonable for the changes you expect.

What you should see: A complete baseline/current setup with comparison results ready for deeper analysis.

What's Next?​

Troubleshooting​

IssueSolution
"Mark as Baseline" option is greyed outYou may already have another schedule marked as baseline. Unmark the existing baseline first.
Comparison tab shows no resultsEnsure both a Baseline and Current schedule are marked. Click Run Comparison if prompted.
Badge does not appear on the cardRefresh the Projects tab. If the issue persists, re-mark the schedule.
Baseline bars not visible in GanttOpen Gantt Settings and enable Show Baseline Bars.