Assignment ETC Cost is 0
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Assignment ETC Cost is 0

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Article ID: 426879

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Updated On:

Products

Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

Assignment level ETC Cost is 0 even if the assignment contains ETC and the Resource level Target Billing Rate is populated at the Resource Financial properties.
What are the requirements to get ETC Cost populated at assignment level

Environment

Any supported Clarity release

Cause

The NBI_PROJ_RES_RATES_AND_COSTS  table is not populated..

You can confirm if data exists by running the query below: 

SELECT * FROM NBI_PROJ_RES_RATES_AND_COSTS WHERE PROJECT_ID = <affected project id>

Resolution

The assignment level cost values (ETC Cost and Actual Cost) are populated based on the data present at the NBI_PROJ_RES_RATES_AND_COSTS table.

How to get the NBI_PROJ_RES_RATES_AND_COSTS  table populated.

  • Ensure the project financial setup is populated: 
    • Financial Department and Location are set
  • Project has got a rate matrix association set:
    • Labor Transaction Matrix data (Rate Source and Cost Source) is populated
    • Material, Equipment or Expense Transaction Matrix data (Rate Source and Cost Source) is populated if the assignment is not a labor resource
  • Run the Rate Matrix Extraction job with options:
    • Prepare Rate Matrix Data 
    • Update Rate Matrix Data 
    • Incremental Update Only options on.
  • This populates the NBI_PROJ_RES_RATES_AND_COSTS  table with financial rates that will be used for calculation
  • Project > Tasks > Tasks Timeline > Actions > Update Cost Totals

ETC Cost values should now be populated

Additional Information

Resource Target Billing Rate is NOT used in Clarity. It has been provided as a stock attribute so that customers to leverage it for custom reporting.