Clarity PPM: How should the jobs be scheduled?

Document ID : KB000009943
Last Modified Date : 11/09/2018
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Introduction:

The following is the suggested job scheduling for a typical Clarity Production environment to accommodate business needs and reporting.

 


 

Background:

The information provided will provide users with the most up-to-date information while providing optimal performance.

Instructions:

Section 1. The following jobs will provide data to the stock portlets and Jaspersoft reports.
Set the duration and incompatible job list by navigating to Administration, Data Administration, Reports and Jobs and filtering for the job in question.

 

 

JobDuration/PurposeNotes/Job Incompatibility List
Time SlicingRun every minute.

 

Get time-sliced data available various internal and external slice tables.

 

Examples:

PRJ_BLB_SLICES
PRJ_BLB_SLICES_M_ALC

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)

Update Earned Value and Cost Totals (Recommended)

Load Data Warehouse (Recommended)
Include any other job or report that reads from the slice tables (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

 

 

 

Load Data Warehouse
Rate Matrix Extraction

Time Slicing

Financial Module Jobs

 

-Post Transactions to Financials

 

 

-Post to WIP

Run in sequential order
a.Post Timesheets

b.Post Transactions to Financials

c.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.

Set each other as incompatible.


There are historic, live, and snapshot rates.

a.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.

b.The live rates are in PPA_MATRIX/PPA_MATRIX_VALUES. The cost plan planned cost gets the rate from here. (action:revmgr.ManageMatrix)

c.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 run:rme - incr.JPG

Rate Matrix Extraction (Incremental run) which runs with options:

-Extract Cost for Schedulers (if needed)

-Prepare Matrix Data

-Update Matrix Data

-Incremental

-Team Rates Only (starting in 15.4)

2. The full run:
rme - full.JPG

Rate Matrix Extraction (full) which runs with options:

-Extract Cost for Schedulers (if needed)

-Prepare Matrix Data

-Update Matrix Data

 

Run nightly at least once.


Do not run the full run duing Production hours.


This job must complete before an instance of the Post Timesheets job run.

 

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

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 OWB/MSP

Reporting Jobs

 

-Update Report Tables

 

-Load Data Warehouse Access Rights

 

-Load Data Warehouse
  1. Run incrementally (without the "full load"parameter) at key times during work day.

    ldw - inc.JPG
  2. Run with the "Full load" parameter nightly.
     

Time Slicing (Recommended)
Investment Allocation (Recommended)
Rate Matrix Extraction

 

 


Section 2. Jaspersoft Advanced Reporting jobs.

 

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

-Update Report Tables
-Load Data Warehouse
-Load Data Warehouse Access Rights

 

Section 3. 
If the financial posting module is used, be sure to follow the sequence of actions depending on the type of transaction.
The full Rate Matrix Extraction job will need to run and complete before any of the posting jobs are ran.

 

Transaction originCorrecting/Adjusting the transaction

For timesheet transactions,
a. Post TImesheets

b. Post Transactions to Financials

c. Post to WIP (if XOG/manual transactions). This job is not listed in Reports and Jobs > Available but from Home > Financial Management

To adjust a timesheet transaction,
a.Perform a timesheet adjustment. (The timesheet needs to be changed in order for the Post Timesheets job to process the adjustment.

b.Run the following jobs:
-Post Timesheets

-Post Transactions to Financials

-Post to WIP

 

 

 

 

 

 


NOTE:
If there are no changes in timesheet hours, WIP adjustments with the 'Calculate New Rates' option can be performed.

 

If there are changes in hours, do NOT perform a WIP adjustment on timesheet transactions.

 

Do not perform the adjustment until it is identified that there is a mismatch between these 
PRASSIGNMENT.actcost_sum and PPA_WIP_VALUES.AMOUNT
as the mismatch needs to be corrected the first.

 

Take caution because if the assignment actual cost is already not matching WIP, this method will not fix the amount, but will just adjust it based on what changed in WIP.
For example, if the assignment cost = $100 and WIP cost = $150 for same transaction

 

(PRASSIGNMENT.actcost_sum = 100 vs. PPA_WIP_VALUES.AMOUNT = 150)
If you WIP adjust the transaction for +$25, the actual cost is now $175.

For manual transactions,

a. Post to WIP

b. Import Financial Actuals

To adjust a manual transaction,

a. Home > Financial Management > Create WIP Adjustment
-Set 'Quantity' to be the desired number of hours (never a negative quantity)
-Set 'Cost' to be the desired actual cost rate (never a negative rate)
-Checkmark 'Calculate New Rates'
b. Approve the adjustment via Home > Financial Management > Approve WIP Adjustment

For XOG transactions,

a. Post Transactions to Financials

b. Post to WIP
c. Import Financial Actuals

To adjust a XOG transaction,

a. Home > Financial Management > Create WIP Adjustment

b. Home > Financial Management > Approve WIP Adjustment

Additional Information:

If data needs to be archived or purged, please open a case to provide a description of what PPM data needs to be deleted or removed.