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HI,  we are using Portfolios without Timekeeping and with spotty Resource management usage.  Our PMs are struggling with the Progressing Engine (and Scheduling Engine) moving task dates.   We are considering if we should turn off the Progressing Engine because we are not sure the value for us.   Has anyone turned it off or is considering doing so?

Please don’t consider not running the progressing engine. It is there to help end users. Here is some information that will help you to better understand it:


To back Malcolm up, this is exactly what we do. People did get very confused, especially people building out their projects that had already started in real life and trying to put them in the Schedule columns. We did a lot of education about what Scheduled and Actual are, and reminded them often about switching to Track Progress or adding Actual Dates to a column set based on Build Schedule. Luckily, this problem ended once we were up and running and people stopped adding in-progress projects.

Another issue for training in this scenario is to convince people it is all right to leave tasks in Assumed Completed. This lets them make changes once Progression has run, if the real-life events didn’t match the schedule. Once you mark it complete, your dates are set.

In any case, this has worked out fine for us after some education of users.


After 10 years of working in Planview I will say that the biggest complaint from PMs is the “moving of scheduled dates”. This is a normal response.  Malcolm provided some great links to help educate why it is important for progression to run. Also, capturing a baseline may help as well to compare original schedule to what is actually happening. 

Sometimes it is better to first try to explain the reason for the functionality rather than turning it off. 

Good Luck


I feel you pain, and completely agree with all of the above.  It sounds like we have a similar setup and our community found it somewhat overwhelming.  It took us around 12 months to drill in some ‘good practice’ to our PM and Resource Manager community to mitigate these problems, and convince them there wasn’t some kind of Planview ‘magic’ happening to reschedule activities.  It’s not completely fixed for us, but our 4 key focus areas have been (in priority order):-

  • RMs to be extra diligent when it comes to supplying resource - check the ‘Schedule Start Date’ of the requirement is not before the latest Progressing Engine date, check that the allocation aligns to the scheduled start date - when it comes to amending allocations, this may require resource views in weeks or days (hopefully a Portfolios fix this month will finally cure this once and for all!). Our RMs trying to take shortcuts to allocations has been the greatest source of ‘magic plan movements’ !!!
  • PMs to hit that ‘Run Schedule’ button pretty much every time they access their plan to expose any problems and confirm nothing has moved.
  • PMs to adopt suitable WBS/planning ‘types’ appropriate to their delivery - acknowledging the ‘fixed effort’ model doesn't lend itself well to tasks whose duration will need to change once requirements have been raised and can lead to lots of rework
  • PMs to be aware of the impacts of constraints and predecessor/successor relationships and use these appropriately

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