How to set the baseline
1
Navigate to Documents
Click Documents in the left sidebar.
2
Review the baseline banner
If no baseline has been set, you’ll see a banner at the top of the page: “Contract drawing baseline not set”, with a description explaining its importance.
3
Review your drawings and specifications
Check your uploaded drawings under the Drawings tab and your specifications under the Specs & Reports tab. Confirm that all files are correctly assigned and that there are no revision conflicts — conflicts appear as warning badges on affected files.
4
Resolve any conflicts
If health warnings appear (for example, unresolved references), click Review in Drawings to investigate. Resolve all conflicts before proceeding.
5
Set the baseline
Once everything looks correct, click Set contract baseline to confirm.
What changes after setting the baseline
Once you confirm the baseline, the Documents page switches to a post-baseline view with three viewing modes:- Current Revision — shows the latest revision of each drawing.
- Contract — shows the drawing set as it was at contract execution.
- Tender — shows the original tender set.
