Rate Matrix Extraction: Combinations explained

Products

Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

What happens when we run with the following combinations of the Rate Matrix Extraction (RME) job:

Extract Cost and Rate Information for the scheduler
Prepare Rate Matrix Data
Update Rate Matrix Data
Incremental Update only
Team Rates Only

Resolution

See below what tables are processed, updated based on the options selected

RME(Extract) does nothing by itself

NBI_PROJ_RES_RATES_AND_COSTSCP is unchanged.
NBI_PROJ_RES_RATES_AND_COSTS is unchanged.

RME(Prepare) prepares the rates

NBI_PROJ_RES_RATES_AND_COSTSCP is populated.
NBI_PROJ_RES_RATES_AND_COSTS is unchanged.

RME(Update) does nothing by itself

NBI_PROJ_RES_RATES_AND_COSTSCP is unchanged.
NBI_PROJ_RES_RATES_AND_COSTS is unchanged.

RME(Incremental) does nothing by itself

NBI_PROJ_RES_RATES_AND_COSTSCP is unchanged.
NBI_PROJ_RES_RATES_AND_COSTS is unchanged.

RME(Extract, Prepare) prepares the rates and extracts rates beyond project ranges for Schedulers

NBI_PROJ_RES_RATES_AND_COSTSCP is populated.
NBI_PROJ_RES_RATES_AND_COSTS is unchanged.

RME(Extract, Prepare, Update) aka "full RME", which is run off-hours nightly

Prepares the rates and extracts rates beyond project ranges for Schedulers and updates the main table

NBI_PROJ_RES_RATES_AND_COSTSCP is populated.
NBI_PROJ_RES_RATES_AND_COSTS is populated with data from NBI_PROJ_RES_RATES_AND_COSTSCP;

RME (Extract, Prepare, Update, Incremental) aka "incremental RME"

This is run during the daytime for performance and immediate rates. This prepares the rates and extracts rates beyond project ranges for Schedulers, updates the temp table

NBI_PROJ_RES_RATES_AND_COSTSCP is truncated.
NBI_PROJ_RES_RATES_AND_COSTS is populated.

Records to be processed:

SELECT '(PREPARE) NBI_PROJ_RES_RATES_AND_COSTSCP', COUNT(*)
FROM NBI_PROJ_RES_RATES_AND_COSTSCP --temporary, populated by RME.prepare option
UNION
select '(UPDATE) NBI_PROJ_RES_RATES_AND_COSTS', COUNT(*)
from NBI_PROJ_RES_RATES_AND_COSTS --live, populated by RME.update option

Additional Information

The incremental RME will only pick the following projects after the last successful job run:

Project is active.
Project is updated.
One or more project tasks are updated.
One or more team members are added or changed.
One or more assignments are added or changed.
One or more matrix associations within the project, changes (labor/material/expense/equipment - rate and cost source settings in project financial page
One or more associated matrices change
Entity associated with the project changes.
Matrix associated with the project entity changes.
Transaction entry defaults change (system-wide rate matrix setting).
Any matrix associated with the transaction entry defaults changes.
Financial information of one or more team members on the project changes. (resource financials)
Project is inactive
One or more team members are deleted (removed)
One or more assignments are deleted(removed)
Matrix is deleted.
One or more resources attached to the project are deleted.