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Planview Customer Success Center

When should the "Replace past planned effort with actual effort" menu option be used in PPW?

You can use the '"Replace past planned effort with actual effort" option with any loading method.

When actual effort exists:

  • Replacement for loading methods 0,1 and 2: Actual hours is the actual hours in all past fiscal periods (the date entered by the user is ignored). Planned hours in the current and future fiscal periods are not changed. Total planned hours becomes actual hours in past plus planned hours in current and future periods.
  • Replacement for loading methods 3 and 4: Actual hours is the actual hours up to the date entered by the user (or to today’s date). Planned hours after the date entered by the user (or today’s date) are not changed. Total planned hours becomes actual hours up to the date entered plus planned effort after the date entered by the user.
  • Planned start becomes the actual start date, planned finish is not changed.