'Prepare Rate Matrix Data' and 'Update Rate Matrix Data' for RME Job
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'Prepare Rate Matrix Data' and 'Update Rate Matrix Data' for RME Job
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Article ID: 27005
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Updated On: 10-27-2023
Products
Clarity PPM On PremiseClarity 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