Objective definition

Displays the objective definition for which this line has been calculated.

Objective line start date

Displays the start date of the objective line.

Objective line end date

Displays the end date of the objective line.

Objective line value

Displays the calculated value change for this objective line.

Objective line percentage

Displays the calculated percentage change for this objective line.

Forecast value

Displays the calculated value expected at the end date of the objective line. You can manually change this value as long as the period is still open.

Calculated forecasted value

Planon calculates the forecast value and copies this value to the Forecast value field (at initial calculation or at recalculation).

Manually forecasted value?

If you manually change the Forecast value, Planon switches the setting Manually forecasted value? to Yes. The Calculated forecasted value and Forecast value are no longer the same.

Actual value

Here you can enter the actual value. This value can be compared with the calculated forecast value. This field is based on either manual input or on a query via PaaP / DAM.

Reference period value

This calculated field displays the initial value at the start of the reference period, as entered at the objective definition.

Deviating value

This calculated field displays the difference between the Forecast value (as calculated by Planon) and the Actual value (only if the Actual value has a value).

On-track per period

This read-only field indicates if the progress at the end of a specific objective period is still on track. Possible settings: Yes, No or no value. An empty value means 'not applicable'. The value in this field is determined by the objective definition settings.

Cumulative forecast value

This calculated field displays the difference between the Forecast value and the Reference period value.

Cumulative actual value

This calculated field displays the difference between the Actual value and the Reference period value (only if the Actual value has a value).

Average deviating value

This field displays the Average deviating value, calculated by adding the average values of the objective lines of all previous periods up to the objective line of the current period and dividing this value by the number of periods. For example:

On-track average

This read-only field indicates whether the progress measured in time in achieving the objective - based on all periods to date - is still on track. Possible settings: Yes, No or no value. An empty value means 'not applicable'. The value in this field is determined by the objective definition settings.