Data Discrepancies in Actuals, Estimates or Allocation

Products

• Clarity PPM On Premise

Issue/Introduction

There are discrepancies in actuals (ACT), estimates (ETC), or allocations (ALC) in Clarity or Jaspersoft reports.

One or more of the following actual hours/units discrepancy scenarios exist:

• Cost plan vs Posted Transactions Review portlet
• Timesheet versus time slices
• Project Team / Task vs Posted Transactions Review
• ACWP is 0 or not being reflected properly

Environment

Release: All
Component: Clarity Project Management

Cause

The issue can stem from a failure from a conflict with the Time Slicing and/or Load DWH job.
 

Resolution

Step 1: Use the following queries to compare the actual hours(units) on the project side

1. Actual Hours
   
   select slice, slice_date, r.full_name, t.prname task_name, p.name project
   from prj_blb_slices s, prassignment a, prtask t, srm_resources r, srm_projects p
   where s.prj_object_id = a.prid
   and a.prtaskid = t.prid
   and t.prprojectid = p.id
   and a.prresourceid = r.id
   and p.unique_name like '%project unique name here%' and r.unique_name like '%resource unique name%'
   and slice_request_id = 2
2. Estimate Hours
   
   select slice, slice_date, r.full_name, t.prname task_name, p.name project
   from prj_blb_slices s, prassignment a, prtask t, srm_resources r, srm_projects p
   where s.prj_object_id = a.prid
   and a.prtaskid = t.prid
   and t.prprojectid = p.id
   and a.prresourceid = r.id
   and p.unique_name like '%project unique name here%' and r.unique_name like '%resource unique name%'
   and slice_request_id = 3
   
   
3. Task Assignment Hours
   
   select r.full_name, t.prname task_name, p.name project, a.*
   from prassignment a, prtask t, srm_resources r, srm_projects p
   where a.prtaskid = t.prid
   and t.prprojectid = p.id
   and a.prresourceid = r.id
   and p.unique_name like '%project unique name here%' and r.unique_name like '%resource unique name%'
   
   
4. Team Allocation Hours
   
   If there is concern with verifying allocation data for time slices, the query below will pull the daily records for one project and resource combination.
   This data can be compared with the resource's availability to a specific project in OWB or MSP.
   
   select slice, slice_date, r.full_name, p.name project
   from prj_blb_slices s, prteam t, srm_resources r, srm_projects p
   where s.prj_object_id = t.prid
   and t.prprojectid = p.id
   and t.prresourceid = r.id
   and p.unique_name like'%project unique name here%' and r.unique_name like '%resource unique name%'
   and slice_request_id = 10
   
   Step 2. Use the following queries to compare the actual hours(units) on the financial module side
   
   select 
   w.externaltransno, w.transno, w.applyto, 
   w.sourcemodule, w.transtype, 
   w.externalbatchid, w.entrydate, w.transdate, w.status, w.quantity, wv.billrate,   
   wv.amount, wv.price, wv.actualcost ac_rate, wv.amountremaining,w.glposted, 
   w.project_code, tsk.prname, w.resource_code, w.external_id, w.task_id, w.role_code, 
   w.charge_code, wv.currency_code, w.user_lov1, wv.* 
   from ppa_wip w, 
   ppa_wip_values wv, 
   prtask tsk 
   where and w.transno = wv.transno 
   and tsk.prid = w.task_id 
   and wv.currency_type = 'home' 
   --and w.transdate = 'DD-MON-YYYY'
   --and w.resource_code in ('example')
   --and w.project_code = upper('example')
   --and w.task_id = 5xxxxxx
      order by w.transno
   
   If there is a discrepancy, please contact the Support Team if the following actions do not resolve the issue.

• Ensure the Time Slicing job has run and completed.
• Reslicing the data item in question via the Administration > Data Administration > Time Slices
• Check if data correct utility CSTool is needed

Tip: The Home > Resource Management > Resource Planning page is a collection of portlets that users can use to perform a quick check of Clarity calculations such as actual units.
One such portlet that can be helpful is the Resource Workloads portlet.

Additional Information

Searching for known Clarity Issues using Self Service