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Task level "ETC (COST)" attribute not updating

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Article ID: 224634

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Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

In Classic Clarity, ETC Cost and Allocation Cost display only zero values in the Projects although the 'Update Earned Value and Cost Totals' job has been run. Also from the Project - Task list page, the 'Update Cost Totals' Action has been run but it's not picking the rates from the nbi_proj_res_rates_and_costs' table. 'nbi_proj_res_rates_and_costs' table is correctly populated resource rates.

It appears that if the rate matrix doesn’t have that ‘future’ row, the cost will always be calculated correctly. 

Steps to Reproduce: 

  1. Create a rate matrix with 3 rows:
    • 1/1/1900 – 12/31/2020 [rate1]
    • 1/1/2021 – 12/31/2021 [rate2]
    • 1/1/2022 – 12/31/2030 [rate3]
  2. Create a project and task that goes from 1/1/2021 – 12/31/2021 and assign the task
  3. Assign the rate matrix to your new project
  4. Run the rate matrix extraction job
  5. On the task list, make sure ETC and ETC (Cost) are both configured to show
  6. On the task list page, hit ‘Update Cost Totals’
    • Expected Results: a cost is displayed. 
    • Actual Results: 0.00 for cost.
  7. Go to the assignment and edit one period of ETC in the TSV 
  8. Go back to the task list and again hit ‘Update Cost Totals’ 
    • Expected Results: a cost is displayed. 
    • Actual Results: you get a cost. 
  9. Edit the total ETC on the task list page and hit ‘Update Cost Totals’

Expected Results: ETC Cost data to be populated. 

Actual Results: ETC Cost data remains zero. 

Cause

DE62472

  • This has to do with the specific setup of the rate matrix dates as they relate to the project/team/assignments.  
  • On both allocation and assignment, if there is only 1 segment the cost is 0.
  • If there are more than 1 segments the costs calculate correctly.
  • We also observed that if you have more than one segment but the values are the same, for instance on allocations the % allocation = 50% on all the segment rows the costs still show as 0.
  • When we change the default allocation with more than one segment already showing the segments do not shrink back to 1, they stay broken out but all show the same allocation %.
  • This also makes the cost revert to 0.
  • The only way to have the costs (allocation and ETC) is to have more than one segment. 

Environment

Release : 15.9.3 

Component : CLARITY FINANCIAL MANAGEMENT 

Resolution

  • Fixed in Release 16.0.0 
  • After upgrade, run 'Update Earned Value and Cost Totals' job again to fix the ETC Cost. 

Additional Information