Clarity PPM On Premise
Clarity PPM SaaS

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

Release: All Supported Clarity releases

Component: Clarity Financial Management

- 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.

- 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.

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 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

Yes

No