Rate Matrix Extraction Does not update changes to matrix when rate matrix is on entity not project
search cancel

Rate Matrix Extraction Does not update changes to matrix when rate matrix is on entity not project


Article ID: 136039


Updated On:


Clarity PPM On Premise Clarity PPM SaaS



1. Create or use an existing rate matrix.

   a. Create one row with all asterisks to cover at least on year (1/1/2017-12/31/2017)

   b. Give it a rate/cost of $1

2. Add the rate matrix association on to an entity

3. Create a project

   a. Add financially enabled resource to team

   b. Financially enable using the same department/location as the Entity from step 2, but do not put the matrix on the project itself.

4. Create task with dates 6/1/2017 - 9/30/2017)

   a. Assign the resource

5. Run Rate Matrix Extraction job with options 2 and 3, or 1,2,3.

6. Check the nbi_proj_res_rates_and_costs table. Note the rates are there

7. Go back to the rate matrix

   a. On the line you created change the To Date to 7/31/2017

   b. Create a new line with same options with dates 8/1/2017-12/31/2017. Give this a rate/cost of $88

   - This should in theory create new rows in the nbi_proj_res_rates_and_costs table as the rate change is in the middle of the project and task.

8. Run Rate Matrix Extraction job again with options 2 and 3 or 1,2,3.

Expected Result: nbi_proj_res_rates_and_costs table has new rows to reflect the change in rate

Actual Result: No new rows are inserted into the table


Release: 15.2, 15.3

Component: Financials


This is caused by DE35596


This is fixed in 15.4.1

Workaround: Add the matrix information to the project itself run RME job again.

Additional Information

If multiple projects / all existing projects must be updated, the following update statement would achieve the same results as adding the matrix information to the individual projects: 

update pac_mnt_projects set transratesourcematerials = XXXXXXX, transcostsourcematerials = XXXXXXX, transratesourceexpenses = XXXXXXX, transcostsourceexpenses = XXXXXXX, transratesourceequipment = XXXXXXX, transcostsourceequipment = XXXXXXX, transratesourcelabor = XXXXXXX, transcostsourcelabor = XXXXXXX where project_code = 'PR00001'

where XXXXXXX is the matrix 5 million ID you can find on the URL when editing a matrix