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This section covers an essential workflow feature of Squore: baselining. While it is possible to keep every version of a project created in Squore, you may want to permanently keep analysis results only for particular milestones and work with an always updating draft version.
You can decide whether a version is a draft or a baseline when you create it, or after the analysis is finished.
The most important thing to remember about a draft version is that it is a snapshot of your data at a given time. You can use it to compare the evolution of your project against the last baseline created. There is therefore only one draft version available per project (the latest version), which Squore creates automatically if your previous version was a baseline. A baseline version, on the other hand, is permanently saved and will not be overwritten the next time an analysis is launched.
When you create a draft version, it is always called Current and can be modified in several ways:
Forms can be updated
Attribute values can be modified so that a new value is taken into account in the next analysis
Artefacts can be manually added, modified or deleted
Components can be relaxed or removed from the project
Action Items can have their status changed
Being able to view draft versions of a project is a user privilege that can be granted to users of a particular role, and so is the ability to baseline a project. For more information about roles, refer to the section called “Understanding Profiles and Roles”. This means that as a project manager, you can give access to every version to users within your team, but can restrict the project visibility to the rest of the company to show them only milestone versions (the ones you baselined). You can also decide which members of your team are allowed to change the status of a version from draft to baseline.
Use the Automatic Baselining option on the General Information screen of the project creation wizard to create a draft or baseline as follows:
You can use the Baseline option on the My Projects page to create a baseline version of the current draft as follows:
) next to the project you want to baseline.After confirming the baseline creation, you are redirected to the My Projects page and the last draft version becomes the new latest baseline. Note that baselining is only available for users whose role allows the Baseline Projects privilege. For more information about roles, consult the section called “Understanding Profiles and Roles”
No new analysis is run when you baseline manually. Baselining manually allows to save the modifications made to a draft, but only a full analysis with the Automatic Baselining checkbox selected ensures that all the modifications made to the draft are fully taken into account in the final project rating.