Planned vs Actual

Hi, There is an issue that I have been facing lately while managing projects that I wanted your team to address:

In a given project, when I set due dates and the task is overdue, it shows that in overdue tasks but as soon as I change the status to complete after the due date has passed, nowhere does it show that the task was completed with delay. The status says completed and the timeline also displays them in green colour. Even when I open the analytics tab to view project report, the report does not tell me that tasks were completed after delay.
I want a clear indication of which of the project tasks were delayed and by what number of days even after they have been completed, how do I achieve this in Wrike?
I also want a comparison of planned duration vs actual duration taken to complete all the tasks. Moreover, I want the timeline to indicate the actual dates that tasks were completed on and not just the dates that they were planned to be completed on.

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Spot On Innovative Approach Stellar Advice

I think so too. It's good request.

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Stephen

Hi guys, can you vote for this request and feel free to add any use-cases here to help our team better understand the implementation. Thank you!

Also, Vincent shared a workaround he uses for this which might interest you 👍

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Spot On Innovative Approach Stellar Advice

Hi Guys,

Quick up here.

I went through the other post too, but the other one is mostly about time tracking and budget tracking.

 

Here I join the initial request, about Project Initial Planning VS. Project Executed Planning - Comparing the actul project execution vs. the baseline of the project.

2 examples attached, where you can see with a shading and/or overlay the different between both.

This is really key in addition of the lead and lag management when following project.

 

thansks much

 

Julien

 

 

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Spot On Innovative Approach Stellar Advice

Hello everybody,

I have the same requirement and I really need this feature. Delays have to appear graphically somewhere. I understand that Wrike is designed to be updated day by day and we do so. But, for instance, if the start date and due date of a task are written in a contractual agreement, I really don't want to modify them in Wrike because also terms in delays are specified in a contract with our customer. So, in this case a Gantt chart with delay bar would come extra helpful. This is what I am expecting.

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Hey guys, thank you for sharing your use-cases here 🙂 Just wanted to mention recently released Baselines in Gantt Chart here. They enable you to compare your project's current schedule to the schedule it had on a particular date in the past. Please check them out and let me know what you think 👍

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Adding on to this conversation, which I understand is a few years old - I, too, would like to see projected vs actual.  My ideal project setup:

Table/List Field Options: 

  • Duration (How long this task is expected to take with the option to NOT change when editing dates.  10 days is 10 days, regardless of start/end/completed dates and adjustments)
  • Start Date (This date should have the option to automatically pre-populate based on dependencies and actual completion dates of predecessors, but still have the flexibility to be manually adjusted)
  • Due Date (Automatically calculated based on SET duration and start date) 
  • Actual Completed Date (Date the task was actually completed, able to manually edit - Option for this date to pre-populate start dates for any successors.) 
  • Actual Duration (start date compared to actual completion date to identify the total number of days it actually took) 

The priority of the requests are as follows: 

  1. Make a way for duration date to be SET.  Not change when we work/update dates. 
  2. Allow dependencies to pre-populate start dates (based on predecessors and then calculate due dates based on the SET duration)
  3. Actual Completion Date that can be better reflected in Gantt Charts and reports to show when tasks are not on target.  
  4. Actual Duration date or formula option to calculate this (Start Date to Actual Completed Date - for the life of me cannot figure this out, if it is currently available)
  5. Able to edit completion dates!  Do not understand the logic of this field being un-editable and only sets to the date marked in Wrike.  

I have been trying to find the best way to replicate the above preferences, and it has not been easy.  I overall made a templated project, and took a screen shot of my set duration expectations.  I then have to constantly update my durations as I work on dates because they change with my date changes (even if I just update start date).  The actual completion date I realize are “custom fields” but they do not reflect as desired in reports and charts.  Any insight that I have overlooked would be helpful.  

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Thank you for your detailed feedback Lisa Thompson

In this thread I showed another Community member how you can track due/completed dates in Wrike reports using calculations. Please check it out - I hope it can be helpful! Completion dates are currently not editable because you can edit the due dates but it's helpful to be able to track and compare due dates with the days when tasks were actually completed. 

I'm passing your feedback on to the Product team now; please let me know if you have any questions - I'll be happy to help.

Welcome to the Community! 🙂

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Spot On Innovative Approach Stellar Advice

I am amazed this isn't already a feature to view planned vs actual dates in the gantt chart view. 

Are there any updates from the Product Team as to wether this is on the roadmap at all? Would be very disappointing if it's not something you're looking to build, it's such a clear and obvious requirement.

Thanks,

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Spot On Innovative Approach Stellar Advice

Welcome to the Community Ash Hallett! Have you tried using Gantt Chart snapshots to compare dates? You can create a snapshot for particular dates and compare the deliverables using it. 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Following. If this worked, I might be able to use this for our roadmap too. I wish the gannt chart bar would show original dates in red if it's delayed. My only workaround is to update the due dates, leave the start date, and display a custom notes column to show Due: MMDDYYYY

 

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Hi Jeanne Gonzalves! Have you tried using Gantt Chart snapshots to compare your projects' states at different periods of time? Also, it's possible to highlight overdue tasks on the chart:

Please let me know if that could help! 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Is there any update from Wrike related to have a clear visibility on the difference in Planned vs Actual timing of project tasks?

Using threads from this community, I have implemented formula's to show the Actual Completion Date of the task and then as a result the Delta between the planned and actual timing. However this includes manual insertion of the completion date, poor visibility of this valuable information onto the Gantt chart. Below re-cap of disadvantages from my viewpoint:

  • Manual insertion of the completion date is needed per project task.
  • Delay is not visible when the task is not yet marked as completed. For example data X retrieval, while the waiting is ongoing, the duration of the delay is not visible. It becomes visible after data X is known (=task completed).
  • Data collecting: to use the data for data X monitoring in excel, data from Wrike to be extracted manually per project(task)?
  • Consistent/accurate way of working needed from all team members: do not update the planned dates with the intention as a status update upon completion of the task.
  • Poor visibility of delta timing in Gantt Chart.

Reading about Gantt Chart snapshots, with this functionality. The above needs can be fullfilled?

Thanks in advance for a feedback,

Kind regards,

Jeroen

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Spot On Innovative Approach Stellar Advice

Hi Jeroen van Hoorn, thank you for taking the time to share in detail feedback. I've passed it on to our team. There are no plans in the short term to have enhancements in these areas, but we'll be sure to update you if there are any changes. 

Cansu Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalità di Wrike e le best practices

Cansu Wrike Team member Conosci le straordinarie funzionalità di Wrike e le best practices

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I cannot understand why a simple product feedback from 4 years ago that is very basic necessity of project management has not been addressed.  We as the customers are having to add non-value added work to a product that we pay heavily to use.  I would like to see a timeline for when Wrike will be adding this feature.  We will halt new usage of Wrike until a few simple features are added as part of the every day package.

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Spot On Innovative Approach Stellar Advice

Hi Christine Bromley, thanks a lot for sharing your feedback!

Have you tried using Calculated Custom Fields for that? If you need more info on how to use them to calculate different data points, please let me know and I'll be happy to ask your Admin team to reach out and provide help 👍

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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