Creating baselines

A baseline is a read-only set of artifacts and their versions. Create baselines to capture the state of a stream at a specific point in time, and to define a starting point for new work. For example, create a baseline of a stream and use it as the basis of a new stream for new work. You can create a baseline of a stream at any point during the project lifecycle, such as before or after a project milestone is reached.

Before you begin

  • Ensure that you are logged in to a project.
  • Your current configuration must be a stream.
  • You must have permission to create baselines.

About this task

A baseline records the current versions of artifacts in a stream. A baseline is a repository object that you can use to return your stream to an earlier configuration; for example, you can preserve the state of a stream when you released a project for testing.


  1. On the toolbar, click the current configuration name; then, click Create Baseline.
  2. Follow the prompts that you see.


The current state of the stream that you are working in is captured.

What to do next

To navigate to the baseline later, you must switch to it: see Selecting a configuration to work in.

At this point, you might create a stream for new work, using the versions of the artifacts in this baseline. If you have permission, you or a configuration lead for the Global Configuration Management (GCM) application might also add the baseline to a global configuration, to provide a view of all the artifacts that are used in a version of your product or system.

At any time during the project lifecycle, you can compare the baseline to a stream to see whether they contain different versions of artifacts. See the topic about comparing artifacts or configurations that corresponds to your CLM application.