Per Period Metrics performance - best practices

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

Tips to help avoid slow performance in the Modern User Experience (MUX) Per-Period Metrics (Time Scale (TSV)), as well as known issues related to performance. 

Resolution

Always use Filters to return fewer records

• Utilize filters to display fewer results where possible, particularly on pages that return a larger amount of records.
• The amount of returned records should be limited
• We recommend to return up to 2000 rows, especially when computed fields such as Remaining Availability are in use (this is best practice)
• If using Group By, then the total of ungrouped rows should be under 2000
• It's recommended creating few default Filtered views under 2000 rows using Current User filters or similar to share with all users as Default 

Reduce the # of columns displayed 

• Reducing the per-period metrics displayed and / or Number of Periods can help in optimizing performance.

Limit the # of Per-Period Metrics

• Limiting the # of per-period Metrics displayed can also help optimizing performance. For Example, on the Staff tab, where there are seven Per-Period Metrics available, reducing the Per-Period Metrics you display to only those you are currently reviewing can help optimize performance (Example, display ETC and Allocation, versus all Per-Period Metrics options.

Limit the # of Periods

• Generally, it's recommended to only show 12 periods at a time (Example: 12 months in the TSV).
  • This may vary based on factors including the # of records returned (size of the project) and how many per-period metrics you select.
  • There's no baseline available on this, as this can vary based on the above-mentioned details along with other factors such as the module you are using. 
• Add data metrics as Totals in the Assignments Grid instead of showing in the TSV whenever applicable
• Additionally, in 15.9.2 and higher, you can control whether Totals are a Sum of the fiscal periods in the view or Grand Totals (Sum of all Periods for the investment). This allows you to still have the grand total even when not all periods are displayed on the screen. This option can be set in View Options in the Totals Column section

Utilize the Scrolling Carousel (Widget)

• This feature allows users to scroll through selected fiscal periods easily without having to modify periods in View Options. This helps prevent the need from displaying a large # of periods at one time as you are now able to easily scroll through periods without having to change the Period dates from View Options. 

,

Paste by row instead of by column

• Pasting by row versus column is recommended to optimize performance when using the paste feature to make updates to cells

Use Bulk Update 

• This feature allows you to edit multiple rows at the same time for changes that are the same for each row. (Example, adding 8 hours of ETC per assignment)
• To utilize this feature, click the check box next to the rows you want to Edit, then click the Edit button that displays. 
• Bulk Edit will perform faster and keep the user updated when the update is still in progress

Use the Widgets purposefully

• Widgets, when added to a view, will always load by design, even if you toggle off the link. 
• To make sure the performance is optimal, only add limited amount of widgets, and add them to specific views that you access to view and display this widget
• Limit the use of long running widgets on default / Standard/ Recommended Views 

Additional Information