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How are you tracking planned/actual hours to the original estimate for a task?


Level 4

I would like to be able to track/compare the planned and actual hours of a task against the original estimate for that task. For us on day one, the planned hours should map to the estimated hours for that task. That of course changes over the course of the project.

How are people tracking this? I tried adding a custom form to house that estimate, but that does not role up to parent tasks, which would be good. There is a field called estimate at the task level, but if you inline edit that in the project view, it just disappears. There is also documentation in the glossary for what that field does.

Is anyone have a good process for this?


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1 Reply


Community Advisor

We generally look at this annually, but we compare the actuals on each project or task to the planned hours from the template that was used to create each project.