There is now an additional parameter "Incremental Only" for the Rate Matrix Extraction (RME) job, what does it do and how should it be used?
Release: All Supported Clarity releases
Component: Clarity Financial Management
The following subset of options are part of the job existing from older versions:
With the newer releases, a new job parameter called "Incremental Update Only" will be available when running the job.
To execute the job as an 'incremental' job, the 'incremental' parameter MUST be accompanied by another parameter selection. By only selecting/checking the 'Incremental Update Only' parameter for executing the job will NOT provide any updates to the data.
If the "Incremental Update Only" option is checked along with the Prepare and Update options, "Prepare rate matrix data" option will only pick the project if and only if any of the following is true after the last successful job run:
The following conditions will NOT trigger the RME to include the project:
A full run will handle deleted tasks/resources/team members/assignments
Typically, you would run a 'full' extraction where all rates will be re-extracted by selection only the first 3 options and not selecting the Incremental Only option. If the 'full' extraction doesn't take too long to complete, you can ignore the 'Incremental Only' option.
For a Full Run, Select Parameters:
For an Incremental Run, Select Parameters:
For an Teams Only Run, Select Parameters:
Scheduling the Job:
The 'incremental' option is to be used to only update new changes made to to any of the items noted above, so that the run time is shorter than the typical 'full' run. This option is useful if you have a large set of financial data (projects, resources, transactions, matrices, etc). If you have a large amount of financial data, the full run takes a long time (many hours) and rates get changed frequently, yet your users need new rates right away during the day, running the job with this option (with all 4 options checked) during the day would shorten the run time and impact users. Then during off hours you can set up another schedule to do a full run (without the Incremental Only option checked).
* NOTE: * If the 'Investment Allocation' job is executed in between incremental runs of the Rate Matrix Extraction, the Incremental Option will effectively behave in the same manner as a full execution because the 'Investment Allocation' job will update all projects. Please refer to the other technical articles mentioned below for more information.