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Planview Customer Success Center

Replace planned with actual and forecast

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QUESTION:
A task assignment has a loading method that does not replace past with actuals. How will the functionality 'Replace planned with actuals and forecast' work?

ANSWER:
It will calculate the new total planned hours as (actual hours from past fiscal periods) + forecast remaining hours. Then the planned hours will be equally distributed between planned start and planned end date of the assignment.

This means that not only the current + future periods are updated with the forecast + actual, but also past fiscal periods planned hours will be changed.

This might be surprising at first sight, but if the planned hours would be changed manually, Changepoint would also equally distribute the effort and also update past periods planned hours.

If you do not want this behaviour, you can use a loading method that uses 'replace past with actuals'.Replacing planned with actuals and forecast will then only distribute the remaining forecast hours into the current and future fiscal periods. Past fiscal periods will not be changed.