Baseline

Baseline lets you create a snapshot of your project at a specific point in time, capturing requirements together with all linked tests and defects. It provides a single source of truth for approvals, audits, and quality reviews. Baselines can be reviewed in the RTM app or exported to PDF for reporting and compliance purposes.

Each Baseline has a status that reflects its lifecycle stage:

• Draft - the Baseline is still being prepared and can be edited.
• Approved - the Baseline has been finalized and is read-only.
• Archived - the Baseline has been archived and is hidden from the default list view.

The Baselines list displays the status of each Baseline and includes a Baseline status filter. By default, the filter shows Draft and Approved baselines. Archived baselines are hidden unless you change the filter.

You can review the data:

• in the dedicated Baseline tab in the app.

• in a PDF file.

• in the Baselines tab for the selected test object (Requirement, Test Case, Test Plan, Test Execution, Defect).

Create Baseline

Steps

1. Go to the RTM (Test Management) app.
2. Go to the Baselines tab.
3. Click Create Baseline.

4. Enter Baseline name and Description.
5. Click Next.

6. Click Add issues to select issues for the Baseline, or Copy scope to import data of the issue from existing Baseline.
7. Optional — use the Add requirements or Add Test Cases links to select issues from a pre-filtered list.

When using Copy scope, the Select Baseline to copy scope dialog opens. Select one or more Baselines and click Add. Their issues are added to the scope automatically — duplicates are removed.

8. Select issues.
9. Click Add.

10. Select issues.
11. Click Approve to finalize the Baseline, or Save draft to save it as a draft for later editing.

Result

• If you clicked Approve: the Baseline is created with Approved status and captures the state of issues at the time of creation.
• If you clicked Save draft: the Baseline is saved as a Draft. You can continue editing it before finalizing.

Edit Baseline

You can edit a Baseline that has Draft status. Opening a draft Baseline takes you directly to the scope editor where you can modify its name, description, and scope.

Steps

1. Go to the RTM (Test Management) app.
2. Go to the Baselines tab.
3. Click the draft Baseline you want to edit.
4. On the Scope step, add or remove issues as needed.
5. Click Save to finalize the Baseline as Approved, or Save draft to keep it as a draft.

Result

• If you clicked Save: the Baseline is finalized with Approved status and becomes read-only.
• If you clicked Save draft: the Baseline remains as a Draft and can be edited again later.

Archive Baseline

Archiving moves an Approved Baseline out of the default list view. Archived Baselines remain accessible for audit purposes. You can also permanently delete Draft Baselines.

Steps

1. Go to the RTM (Test Management) app.
2. Go to the Baselines tab.
3. Select one or more Baselines.
4. Click the three-dot menu (more actions).
5. Select an action:
   • Archive - available when all selected Baselines have APPROVED status. Moves them to ARCHIVED status.
   • Delete drafts - available when all selected Baselines have DRAFT status and permanently deletes them.
6. Confirm the action in the confirmation dialog.

Result

• Archived Baselines are moved to the ARCHIVED status and hidden from the default list view. To view them, change the Baseline status filter to include ARCHIVED.
• Deleted draft Baselines are permanently removed.

Copy scope and create new Baseline

You can create a new Baseline directly from an existing one, with its scope already filled in. This is useful when creating successive milestones without re-selecting all issues manually.

Steps

1. Go to the RTM (Test Management) app.
2. Go to the Baselines tab.
3. Open a Baseline with APPROVED status.
4. Click the three-dot menu and select Create Baseline from this scope.
5. Complete the creation form. The Scope step is filled in with the issues from the source Baseline. Add or remove issues as needed.
6. Click Approve to finalize, or Save as Draft to save as a draft.

Result

A new Baseline is created with the scope copied from the source Baseline.

Download PDF file

Steps

1. Go to the RTM (Test Management) app.
2. Go to the Baselines tab.
3. Click PDF.

4. Select the fields to include in the PDF file. Choose all fields or select specific ones.
5. Decide how to include attachments: choose Plain text to exclude links, or Linked files to include them.
6. Click Download.

7. Click Download PDF.

Result

You’ve downloaded a PDF file containing data captured at the time the selected baseline was created.

Compare Baselines

Track changes across versions of products, requirements, and more. The Baseline feature lets you easily identify differences by comparing:

• two selected Baselines. To do this, select two Baselines from the list and click Compare.

Select two Baselines to compare.

Differences between two Baselines.

• selected Baseline with a work item in its current state. To do this, select one Baseline from the list and click Compare with current.

Select a Baseline to compare with the work item in its current state.

Differences in a selected Baseline compared with the work item in its current state.

Export comparison to PDF

Export the differences between compared items to a PDF file for reporting and record-keeping.

You can export the differences shown in a comparison view to a PDF file — both when comparing two Baselines and when comparing a Baseline with current state.

Steps

1. Open a comparison view: either Compare (Baseline compared with Baseline) or Compare with current (Baseline compared with current state).
2. Click Export to PDF in the top-right corner of the comparison view.
3. In the Export configuration dialog, choose what to include in the PDF. The dialog is pre-filled based on the filters currently applied in the comparison view:
   • Change type - export All changes, or only Modified, Added, or Removed issues.
   • Compared fields - export All compared fields, or select Custom fields from the list.
   • Fields - select the fields to include for each issue: All fields or Custom fields. Attachments are always listed as plain text (file names only).
4. Click Export.

Result

An export task appears in the notification widget. Once it completes, download the PDF file from the widget. If the compared items have no differences, the PDF is still generated, with the summary showing that no changes were found.

The generated PDF contains:

• Cover page - comparison title, project, tiles for both compared items with their metadata, Modified/Added/Removed counters, and a Filters applied section. If filters were applied, a note indicates the PDF may not show the full set of differences.
• Summary table - all changed issues with Key, Summary, Change type, and Changed fields, grouped by status and sorted as in the comparison view.
• Dedicated page per changed issue - for Modified issues, a header plus a table comparing only the changed fields side by side, with changed relations and links grouped by type; for Added/Removed issues, a full single-page snapshot of the issue’s fields, steps, attachment names, and relations, with the header stating which compared item it came from.