Load Data Warehouse will update Allocation Hours / Units down to 0, but not Cost

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

When you add Allocation Hours / Allocation Cost on an investment, and then sync in Data Warehouse, this works. However if you reset the Allocation Hours to 0, Load Data Warehouse will run and update ALLOC_HOURS but leave the ALLOC_COST unchanged (now wrong)

This may also, less commonly, happen for other metrics as listed

STEPS TO REPRODUCE:

1. Create a financially enabled project and two financially enabled resources
2. Run Rate Matrix Extraction job
3. Add them to the project Team, make sure they have allocation
4. Set one of them to Hard Booked, the other stays as Soft Booked
5. Select Update Cost Totals
6. Make sure both resources get assigned to a Task
7. Post one timesheet for one of the resources
8. Go to Baselines and create a Baseline, click on Update Cost Totals
9. Now go to Financials and create a Cost plan, New from Investment Team
10. Run Time Slicing jobs
11. Run Load Data Warehouse jobs
12. Now check the below tables to ensure all the tables have HOURS(UNITS) / COST data as expected:
    1. DWH_INV_TEAM_PERIOD_FACTS
    2. DWH_INV_TEAM_SUMMARY_FACTS
    3. DWH_INV_ASSIGN_PERIOD_FACTS
    4. DWH_INV_ASSIGN_SUMMARY_FACTS
    5. DWH_INV_TASK_PERIOD_FACTS
    6. DWH_INV_TASK_SUMMARY_FACTS
    7. DWH_FIN_PLAN_PERIOD_FACTS
    8. DWH_FIN_PLAN_SUMMARY_FACTS
13. Now open the project again and remove the units for Allocation, Hard Allocation, Baseline, Costs
14. Run Update Cost Totals on Team page and Baseline page after the changes
15. Open the Financial plan details and select Populate from Investment Team
16. Now run Load Data Warehouse Full job
17. Check the tables mentioned above and compare the results

Note: this only happens when resetting the units to 0. Changing the units to a lower or higher value works to also update the cost

 

Expected Results: The Costs to be cleared out in DWH together with the Units as the Costs have been updated.

Actual Results: The Units/Hours are updated to 0, the Costs are keeping the previous values. SOFT_ALLOC_COST, ALLOC_COST do not get cleared out.  The Full Load will not update the values.  Slices and values are correct in Clarity but do not update in DWH. If you look in DWH_INV_TEAM_PER_FACTS_V you can see the values are wrong there

 

Environment

Clarity 16.2.3, 16.3.0, 16.3.1, 16.3.2

Cause

DE171722

Resolution

In review by Engineering

• Fixed in Clarity 16.3.3 
• Fixed in Clarity 16.2.3 Patch 5 (16.2.3.5)