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How Expected and Actual Finish Dates work in Planera

Understand Finish Date states and why they are important

Updated today

In Planera, tracking what’s happening now—and what’s already happened—is just as important as knowing what was originally planned. That’s where Expected Finish and Actual Dates come in.

These fields help teams manage real-time performance and accurately reflect what’s happening on the ground.


🟡 What Is Expected Finish?

The Expected Finish Date is Planera’s forecasted completion date for an in-progress activity. It blends field progress with schedule logic to give a dynamic, real-world estimate of when the task will likely finish.

📊 How It's Calculated:

The Expected Finish is based on:

  • Actual Start Date (if entered)

  • Remaining Duration

  • Current Data Date

For example:

If an activity started on June 12, today’s Data Date is June 16, and there are 5 working days remaining, Planera sets the Expected Finish to June 20.

The Expected Duration (how long the activity will take from start to finish) is also calculated using the actual progress to date + remaining work.

✅ Use Cases:

  • Adjusting forecasts during progress updates

  • Highlighting delays or accelerations from plan

  • Spotting variance between Planned Finish and Expected Finish

🛠 Tip: Use this during weekly updates to track drift and keep forecasts grounded in reality.


✅ What Are Actual Start and Actual Finish?

These dates represent what has already happened—the ground truth of your schedule.

  • Actual Start = When the work actually began

  • Actual Finish = When the work actually completed

✍️ How They're Entered:

  • Manual entry by the project team

  • Auto-filled from integrated “Field Schedule” when it is connected to “Master Schedule”

Once entered, Actual Dates are locked. They don’t move with logic changes or schedule recalculations.

✅ Use Cases:

  • Historical analysis

  • Earned value calculations

  • Audit trail for schedule health reviews

🛠 Tip: Keep these accurate. Once input, Actuals become the foundation for variance analysis and reporting.


🧠 Summary Table

Date Type

Editable?

Driven By

Primary Use

Expected Finish

Actual Start + Remaining Duration + Data Date OR

Direct Date Entry

In-progress forecasting

Actual Start/Finish

Field entry or reporting system

Historical tracking and reporting

Planned Start/Finish

Schedule logic + constraints

Forward-looking planning

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