By tracking and comparing planned versus actual data in Adobe Workfront, you can identify process gaps, training opportunities, bottlenecks, resource needs and ultimately, better understand why the delivery veered away from the original plan. From there, you can implement improvements to keep things on track for future project execution. The most used comparisons are planned vs actual dates, cost and hours. There are multiple ways to capture this information in Workfront – custom forms, column rules, text mode reporting, calculated data expressions – but to keep it simple, let’s stick with conditional formatting, or column rules.
Follow the step-by-step instructions in the blog, Compare Dates (and more!) Using Conditional Formatting, to learn how to apply conditional formatting to cells or rows where actual data is greater than planned. Then, apply this new learning to each of the scenarios below in your own instance. We've included additional PRO TIPS for even more helpful hints.
Planned vs Actual Dates
Are work items starting late, finishing early or wrapping up way past the expected due date? By comparing planned vs actual dates in a report, you can visualize missed deadlines and then dig deeper into the root causes to understand, correct, and ensure future work items are hitting expected targets.
Sometimes dates don’t paint the whole picture – a work item may have 30 days in duration, even though it started late. If you want to capture turnaround time, as in how many days did it take from start (or entry) to finish, follow the instructions in the blog, Tracking Turnaround Time, to learn how to capture this in a custom field so it can be pulled into a report.
Planned vs Actual Cost
Are work items more expensive than expected, or using less resources than planned for and saving you money? By comparing planned vs actual costs, you can help stay within budget projections and ensure profitability for your organization.
Want to see how much extra money was spent, or how much was saved? Calculate the difference between the actual and planned costs by adding a column to your report, switching to text mode and pasting the following:
displayname=Difference in Cost
Planned vs Actual Hours
Are work items requiring more effort than expected to be completed? By comparing planned vs actual hours, you can begin to understand effort, help prevent burnout or justify additional headcount.
Filter a project, task or issue report to only look for the work items where Actual Hours is greater than Planned Hours by creating a new report, navigating to the filters tab, switching to text mode and pasting the following: