FOR CA PPM 14.4
In CA PPM 14.4 not all cost plans and budget plans are loaded into the Data Warehouse when the Load Data Warehouse - Full job is run. Instead, the following financial plans are added to the Data Warehouse, for all applicable investments:
- The Plan of Record
- The current budget plan
- All benefit plans
FOR CA PPM 15.1 AND HIGHER
Starting in CA PPM 15.1, there is the ability to include either just the Plan of Record, or all financial plans, in the DWH using the setting 'Include only financial Plan of Record' in Administration->System Options->Data Warehouse Options.
To include all plan of records:
- In PPM, go to Administration, System Options->Data Warehouse Options
- Uncheck 'Include only financial Plan of Record'
- Click Save
By default, this setting is enabled such that only Plan of Record financial data is inserted into the Data Warehouse. Turning off this setting will allow for Non-Plan of Record financial information to be populated into the Data Warehouse on the next run of the Load Data Warehouse - Full job. The information will then be available in the Data Warehouse, and subsequently for use with Advanced Reporting.
The current plans regarding investments can then be compared with previously used plans and reported on.
Note: Turning off this setting may impact performance of the Data Warehouse, and a significant load run time may be seen for larger data sets.