Overview

It brings together two key data sources:

• Actuals — time that’s already been logged via Approved or Submitted Timesheets*

• Planned work — effort still scheduled to be delivered

By combining both, Plan to Complete gives Project Managers a clear view of remaining delivery effort, budget forecasts, and potential variance from plan.

Example:
If your team has logged 60 hours of work and 40 hours are still planned in the future, the Plan to Complete value will reflect 100 hours total — a single, forward-looking measure that helps identify potential overruns before they occur.

* Technical note:
Precursive calculates Actuals from Timesheet Entries with statuses defined in
Precursive HQ > Precursive Settings > Global Settings > “Actual Time Statuses To Calculate Budget”.

Timesheets in these statuses contribute to Actuals, while Planned effort comes from Timesheets in other statuses (excluding Rejected).
This ensures the Plan to Complete value accurately reflects confirmed work and remaining planned effort.

Key Fields and What They Show

All fields are available within Resource Management and Revenue Management licenses.

Where to View and How to Configure

Plan to Complete and related fields can be displayed in two key areas of Precursive:

1. Project Budget tab on Project or Phase records (the Related List)

2. Financials component within the Project or Phase record page

Each section below explains where to find them and how to make them visible.

A. Project Budget Tab (Related List)

You can add the Plan to Complete values directly to the Project Budgets related list shown on your Project or Phase pages.

To configure:

1. In Salesforce Setup, go to Object Manager → Project (or Phase).

2. Open the relevant Page Layout.

3. Locate the Project Budgets related list and click the wrench icon to edit its fields.

4. Add the following to the Selected Fields list:

   • Plan to Complete (Hours / Days)

   • Actual Hours / Days

   • Planned Hours / Days

   • Remaining Hours / Days

5. Save the layout and refresh the record.

To refresh the data:
Go to Precursive HQ → Batches → Calculate Budget and run the process.
This will update all Plan to Complete values across active Projects and Phases.

B. Project Financials Component

If you use the Financials section within the Project or Phase record, you can show the same metrics in the summary panel.

To configure:

1. Follow our article on Customizing Project Budget Values

2. Add the Plan to Complete, Actual, and Planned fields to your displayed metrics.

3. Save and refresh the page to see the new totals.

Once configured, both the Financials view and Project Budgets tab show live Plan to Complete values that update automatically after each budget calculation batch.

Applying to Archived Projects (Optional)

If you’ve been using Precursive before the enhanced Plan to Complete logic was introduced (v2.13), your older Projects may still reflect the previous calculation method — where Plan to Complete represented only the Planned Time Remaining from today onward, without including any historical actuals logged via Timesheets.

To align Archived Projects with the current definition (combining historical Actuals + future Planned work), you can optionally recalculate their budgets:

1. Disable All Validation Rules temporarily

2. In Precursive HQ, run Calculate Budget to recalculate archived Budgets.

3. Enable All Validation Rules

4. …or contact our Support Team to walk you through this process with ease.

This step is only needed if you want Archived Projects to show refreshed values. For most customers, this is not required.