# Baselines, working days, levelling and export > Set a baseline to track how a plan moves, choose its working days and holidays, level each person's work, reschedule after late finishes and export the plan. Source: https://plexiidesk.com/help/plans-schedule-tools Section: Focus and flow > Tasks and plans Plans: All plans Updated: 2026-10-15 Along the top of every plan sit five tools that act on the whole schedule: **Set baseline**, the **Working calendar**, **Level**, **Export** and **Reschedule**. Use them once the plan has taken shape: to keep a record of the original schedule, to plan around your real working week, to stop anyone being double-booked, to catch the plan up after work finishes late, and to take the plan into another planning app. ## Before you start - You need a plan with tasks. See [Plans: timelines for your rooms](https://plexiidesk.com/help/plans-overview). - These tools are available on every plan. - Open the plan from the Plans page. The tools are at the top right, after **Add task**, whichever view you are in. ## Set a baseline A baseline is a snapshot of the schedule as it stands. Once you have one, you can see how far each task has moved since. 1. Get the plan into the shape you have agreed. 2. Click **Set baseline**. The button now reads **Baseline set**. From then on: - **On the timeline**, a dashed line under each task's bar shows where it was when you set the baseline. Rest the pointer on it to see those dates. - **In each task's details**, the summary says **On baseline**, or how many days **behind baseline** (in red) or **ahead of baseline** (in green) its finish now is. To take a new snapshot, for example after agreeing a change of scope, click **Baseline set**. The new baseline replaces the old one in the timeline and the task details. Tasks added after the last baseline have no dashed line until you set it again. ## Choose working days and holidays Each plan has its own working calendar. The schedule counts only working days when it works out lengths, lags and dates. 1. Click the calendar icon beside **Baseline set** or **Set baseline** (its tooltip says **Working calendar**). 2. Under **Working days**, click a day's letter to turn it on or off. Days that are on are highlighted. A new plan works Monday to Friday. Rest the pointer on a letter to see the day's name. 3. Under **Holidays**, pick a date and click **Add**. Repeat for each day off. Click the **×** beside a holiday to remove it. 4. Click anywhere outside the box to close it. Each change saves straight away, and the schedule is worked out again around it, so tasks skip the days that are now off. ## Level each person's work When one person has two tasks scheduled at the same time, **Level** moves the later one so that it starts after the earlier one ends. 1. Make sure tasks are assigned. See [Edit a plan task and its dependencies](https://plexiidesk.com/help/plans-task-details). 2. Click **Level** (its tooltip says **Level resources: push each person's overlapping tasks so they never run at once**). For each person, PlexiDesk takes their tasks in the order they start and pushes back any that overlap the one before. A task that moves gets a new **Planned start** and **Planned finish**, and keeps its length. Level leaves these tasks where they are: - unassigned tasks - finished tasks - milestones - tasks with a **Must start on** date Levelling can push the plan's finish date later. It works through each person's tasks in date order rather than by importance, so check the result on the timeline. > **Tip:** > Set a baseline before you level. The dashed lines then show exactly which tasks moved and by how much. To see who has too much, use the **Workload** view. See [Plan views: Overview, Board, Grid, Calendar, Workload and Files](https://plexiidesk.com/help/plans-views). ## Reschedule after a late finish When a task finishes later than planned, the plan shows a warning under its name: **"… task(s) slipped past plan and push later work. Reschedule to shift the timeline."** The plan's card on the Plans page shows **Drift**. 1. Click **Reschedule** at the top right. It reads **Rescheduling…** while it works. 2. PlexiDesk works the schedule out again from the dates tasks actually finished, and moves later work to match. Reschedule saves the new dates as each task's **Planned start** and **Planned finish**. Milestones keep a single date. ## Export the plan 1. Click **Export**. 2. A save window opens with the plan's name as the file name, ending in **.xml**. 3. Choose where to save it and click **Save**. The file is an XML project file that other project-planning apps can open. It includes each task's name, scheduled start and finish, length, percentage complete, milestones, deadlines and costs, the links between tasks with their types and lags, and the people tasks are assigned to. If you close the save window without saving, nothing happens. ## Common questions ### Can I keep more than one baseline? The timeline and task details always compare against the most recent baseline. Click **Baseline set** to replace it with the current schedule. ### Level did not move anything Nobody has overlapping tasks, or the overlapping tasks are ones Level leaves alone: unassigned, finished, milestones or tasks with a **Must start on** date. ### Can I undo Level or Reschedule? Both save new planned dates on the tasks they move. To put a task back, open it and change its dates. Setting a baseline first makes it easy to see where everything was. ### Does the working calendar change my other plans? No. Each plan has its own working days and holidays. ### The plan's name in the file looks different The suggested file name keeps only the plain letters, numbers, spaces, hyphens and underscores from the plan's name. You can type any name you like in the save window. ## Related tasks - [Use the plan timeline](https://plexiidesk.com/help/plans-timeline) - [Edit a plan task and its dependencies](https://plexiidesk.com/help/plans-task-details) - [Plan views: Overview, Board, Grid, Calendar, Workload and Files](https://plexiidesk.com/help/plans-views) - [Plans: timelines for your rooms](https://plexiidesk.com/help/plans-overview)