Actual vs Planned Walkthrough

Learn how to use the "Actual vs. Planned" feature in Craft.io to track changes, monitor delivery, and evaluate project baselines against real progress.

In this walkthrough, you'll learn:

• Saving a Plan View: Create a non-editable baseline snapshot for any timeframe or cadence (quarters, sprints, releases, or custom periods).
• Tracking In-Progress Work: Load saved plans into views (Table, Swimlanes, or Timeline) to highlight scope creep, descoped features, status changes, and estimate adjustments.
• Customizing Tracked Fields & Insights: Filter tracked fields to focus on team-level execution or high-level strategic data, and utilize Plan Insights to identify at-risk items, schedule delays, or scope increases.
• Plan View in various view types: Spot bottlenecks across teams, track delays, and see how shifting timelines impact dependent epics.
• Post-Quarter Review (Accomplished vs. Planned): Compare baseline promises with final outcomes using automatically generated end-date snapshots and detailed history logs for statuses and dependencies.

By leveraging locked plans and real-time comparative data, product managers can communicate changes with confidence, hold productive stakeholder reviews, and refine future quarterly planning.