'Prepare Rate Matrix Data' and 'Update Rate Matrix Data' for RME Job

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

On the 'Rate Matrix Extraction' job page, what do the parameters 'Prepare Rate Matrix Data' and 'Update Rate Matrix Data' do?

Environment

Release: All Supported Clarity releases
Component: Clarity Financial Management

Resolution

Prior behavior:

• Prior to adding the new parameters when the job ran the NBI_PROJ_RES_RATES_AND_COSTS table was truncated, then rebuilt with the most current rate information.
• For large datasets the rebuilding of the table could take several minutes to hours. During this time projects did not have access to the information which lead to resources having a rate of zero.

Additional parameters added:

• We added the two new parameters so the NBI_PROJ_RES_RATES_AND_COSTS table will always have data available for use by the schedulers.
• The 'Prepare Rate Matrix Data' parameter refreshes the NBI_PROJ_RES_RATES_AND_COSTSCP table with the most recent rate information. This may take a few seconds to hours depending on your data. During this time projects still have access to the rate information in the NBI_PROJ_RES_RATES_AND_COSTS table. The NBI_PROJ_RES_RATES_AND_COSTSCP is a 'staging' table that is only used to hold the data that is prepared. You only need to select this 'Prepare Rate Matrix Data' parameter after major changes / updates to the rate matrix have occurred.
• The 'Update Rate Matrix Data' parameter copies the contents of the NBI_PROJ_RES_RATES_AND_COSTSCP table to the NBI_PROJ_RES_RATES_AND_COSTS table. This should take a matter of seconds to complete. The purpose of this option is to update the live table (NBI_PROJ_RES_RATES_AND_COSTS) with data in the 'staging' table (NBI_PROJ_RES_RATES_AND_COSTSCP).
  
  Therefore, once the Rate Matrix Extraction Job has completed, the schedulers should now reflect the most current rate information, using the NBI_PROJ_RES_RATES_AND_COSTS table.
  
  

Team Rates Parameter:

Starting in 15.4.X, for performance improvement, the "Team Rates Only" parameter was introduced.  It will only produce breakout rates at the team level, without adding a row for each individual task the resource is assigned to.

If there are any XOG/integration jobs that read/write the PPA_MATRIX/PPA_MATRIX_VALUES, this will affect the NBI_PROJ_RES_RATES_AND_COSTS table, as the Rate Matrix Extraction job will process both these tables.

• To run the full run with team only option, set the following parameters:
  • Extract Cost and Rate Information for the Scheduler
  • Prepare Rate Matrix Data
  • Update Rate Matrix Data
  • Team Rates Only
• To run the incremental run , set the following parameters:
  • Extract Cost and Rate Information for the Scheduler
  • Prepare Rate Matrix Data
  • Update Rate Matrix Data
  • Incremental only
• To run the incremental run with team only option, set the following parameters:
  • Extract Cost and Rate Information for the Scheduler
  • Prepare Rate Matrix Data
  • Update Rate Matrix Data
  • Incremental only
  • Team Rates Only