Job scheduling best practices for Clarity

Products

Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

There are many jobs in Clarity to generate data. Which ones are necessary and what order should they be scheduled?

The following is the suggested job scheduling for a typical Clarity Production environment to accommodate business needs and reporting and will provide end users with the most up-to-date information while providing optimal performance.

Resolution

Jobs that provide data to portlets and reports

Jobs that provide data to the stock portlets and Jaspersoft reports

Tip: To set incompatibility for a job:

Navigate to Administration -> Data Administration -> Reports and Jobs
Filter for the job

Time Slicing

Run every minute. Get time-sliced data available in various internal and external slice tables. Examples:

PRJ_BLB_SLICES
PRJ_BLB_SLICES_M_ALC

Incompatible Jobs

Datamart Extraction (Default)
Delete Investments (Default)
Datamart Rollup (Default)
Rate Matrix Extraction (Recommended)
Post Timesheets (Recommended)
Post Transactions to Financials (Recommended)
Investment Allocation (Recommended)
Import Financial Actuals (Recommended)

Investment Allocation

Run only once per day, before the full Rate Matrix Extraction job

Populates the project list page.
Updates PRASSIGNMENT
Updates INV_INVESTMENTS

Incompatible Jobs

Load Data Warehouse
Rate Matrix Extraction
Time Slicing

Financial Module Jobs

Run in sequential order:

Post Timesheets
Post Transactions to Financials
Post to WIP

Obtain realized actuals in the portlet (Posted Transactions Review) and/or Transactions List/Create WIP Adjustment page which are obtained from the PPA_WIP table.

Incompatible Jobs

Set each job as incompatible with the other. There are historic, live, and snapshot rates.

The historic rate can be derived from PPA_WIP/PPA_WIP_VALUES. If the Post Transactions to Financials and Post to WIP jobs are being used, then the Financial Module is being used.
The live rates are in PPA_MATRIX/PPA_MATRIX_VALUES. The cost plan planned cost gets the rate from here. (action:revmgr.ManageMatrix)
The snapshot rates are obtained from the NBI_PROJ_RES_RATES_AND_COSTS table. It is not meant for user consumption for reporting.
The full Rate Matrix Extraction (RME) job will need to run in order to populate this table.

Rate Matrix Extraction

The incremental Rate Matrix Extraction job runs with the following options:

Extract Cost for Schedulers (if needed)
Prepare Matrix Data
Update Matrix Data
Incremental
Team Rates Only (starting in 15.4)

The full Rate Matrix Extraction job runs with the following options:

Extract Cost for Schedulers (if needed)
Prepare Matrix Data
Update Matrix Data

Run nightly at least once.

The job provides rates to the Post Timesheets job and baseline actions.

Incompatible Jobs / Notes

The following actions to obtain rates can be performed after the incremental or full Rate Matrix Extraction job completes:

Post Timesheets job
Baseline a project
Baseline a task
Update Earned Value Totals
Update Earned Value History
Open project in Open Workbench (OWB) / Microsoft Project (MSP)

Jaspersoft / Advanced Reporting jobs

Run the following jobs to get the Jaspersoft Advanced Reporting domains/reports populated.

Load Data Warehouse
Load Data Warehouse Access Rights

Financial Posting Module

If the financial posting module is used, be sure to follow the sequence of actions in KB: Transactions: posting / correcting / adjusting depending on the type of transaction.
The full Rate Matrix Extraction job will need to be run and complete before any of the posting jobs are ran.

Additional Information

If data needs to be archived or purged, please contact Support and provide a description of what Clarity data needs to be deleted or removed.