Clarity

  • 1.  Time slices for valorized ETC and ACTUALS in project "COST" and

    Posted Jan 26, 2010 04:04 AM
    Hello,  I build the following query to extract data form my financial plan devided among 4 projects hierarchy levels, roles, and transaction class and it work  very  well ...     SELECT FULL_HIERARCHY.PROGRAM PROGRAM,
                    FULL_HIERARCHY.MASTER_PROJECT MASTER_PROJECT,
                    FULL_HIERARCHY.SUB_MASTER_PROJECT SUB_MASTER_PROJECT,
                    II.NAME SUB_PROJECT,
                    II.IS_ACTIVE SUB_PROJECT_ACTIVE,
                    FP.REVISION BUDGET_PLAN_VERSION,
                    SR.UNIQUE_NAME ROLE,
                    TC.TRANSCLASS TRANSACTION_CLASS,
                    TO_CHAR(OSCDD.START_DATE,'MM') MONTH,
                    TO_CHAR(OSCDD.START_DATE,'YYYY') YEAR,
                    SUM(OSCDD.SLICE * (OSCDD.FINISH_DATE - OSCDD.START_DATE)) BUD
        FROM (SELECT (SELECT (SELECT II.NAME FROM INV_INVESTMENTS II WHERE II.ID = IH.PARENT_ID)
                                        FROM INV_HIERARCHIES IH,
                                                  (SELECT IH_SUB.CHILD_ID,
                                                                  IH.PARENT_ID
                                                        FROM INV_HIERARCHIES IH,
                                                                  (SELECT IH.CHILD_ID,
                                                                                  IH.PARENT_ID
                                                                        FROM INV_HIERARCHIES IH
                                                                      WHERE IH.PARENT_ID IS NOT NULL
                                                                          AND IH.DEFAULT_ALLOC_PCT > 0) IH_SUB
                                                      WHERE IH.CHILD_ID = IH_SUB.PARENT_ID
                                                          AND IH.PARENT_ID IS NOT NULL
                                                          AND IH.DEFAULT_ALLOC_PCT > 0) IH_SUB_SUB
                                      WHERE IH.CHILD_ID = IH_SUB_SUB.PARENT_ID
                                          AND IH.PARENT_ID IS NOT NULL
                                          AND IH.DEFAULT_ALLOC_PCT > 0
                                          AND IH_SUB_SUB.CHILD_ID = II.ID) PROGRAM,
                                  (SELECT (SELECT II.NAME FROM INV_INVESTMENTS II WHERE II.ID = IH.PARENT_ID)
                                        FROM INV_HIERARCHIES IH,
                                                  (SELECT IH.CHILD_ID,
                                                                  IH.PARENT_ID
                                                        FROM INV_HIERARCHIES IH
                                                      WHERE IH.PARENT_ID IS NOT NULL
                                                          AND IH.DEFAULT_ALLOC_PCT > 0) IH_SUB
                                      WHERE IH.CHILD_ID = IH_SUB.PARENT_ID
                                          AND IH.PARENT_ID IS NOT NULL
                                          AND IH.DEFAULT_ALLOC_PCT > 0
                                          AND IH_SUB.CHILD_ID = II.ID) MASTER_PROJECT,
                                  (SELECT (SELECT II.NAME FROM INV_INVESTMENTS II WHERE II.ID = IH.PARENT_ID)
                                        FROM INV_HIERARCHIES IH
                                      WHERE IH.PARENT_ID IS NOT NULL
                                          AND IH.DEFAULT_ALLOC_PCT > 0
                                          AND IH.CHILD_ID = II.ID) SUB_MASTER_PROJECT,
                                  II.ID SUB_PROJECT
                        FROM INV_INVESTMENTS II) FULL_HIERARCHY,               INV_INVESTMENTS II,
                  INV_PROJECTS IP,
                  ODF_CA_PROJECT OCP,               FIN_PLANS FP,
                  FIN_COST_PLAN_DETAILS FCPD,
                  ODF_SSL_CST_DTL_COST OSCDD,
                  PRJ_BLB_SLICEREQUESTS PBRS,
                  SRM_RESOURCES SR,
                  TRANSCLASS TC   WHERE II.ID = FULL_HIERARCHY.SUB_PROJECT
          AND II.ID = IP.PRID
          AND IP.PRID = OCP.ID
          AND UPPER(PBRS.REQUEST_NAME) = 'COSTPLANDETAIL::COST::SEGMENT'
          AND OSCDD.PRJ_OBJECT_ID = FCPD.ID
          AND OSCDD.SLICE_REQUEST_ID = PBRS.ID
          AND SR.ID = FCPD.PRROLE_ID
          AND TC.ID = FCPD.TRANSCLASS_ID
          AND FCPD.PLAN_ID = FP.ID
          AND FP.OBJECT_ID = II.ID
          AND UPPER(FP.OBJECT_CODE) = 'PROJECT'
          AND FP.STATUS_CODE = 'APPROVED'
      GROUP BY FULL_HIERARCHY.PROGRAM,
                        FULL_HIERARCHY.MASTER_PROJECT,
                        FULL_HIERARCHY.SUB_MASTER_PROJECT,
                        II.NAME,
                        II.IS_ACTIVE,
                        FP.REVISION,
                        SR.UNIQUE_NAME,
                        TC.TRANSCLASS,
                        TO_CHAR(OSCDD.START_DATE,'MM'),
                        TO_CHAR(OSCDD.START_DATE,'YYYY')
    ORDER BY BUDGET_PLAN_VERSION, ROLE, TRANSACTION_CLASS  But with the ODF_SSL_CST_DTL_COST time slice I can only access the "Total cost" of my financial plan.  My question is : "Do anyone know which time slices can  I use, or create, to acces the "Cost for actuals" or "Variance for cost" (corresponding respectively to  ACTUALS and ETC) of my project financial plan ?  "  Best regards,  JBC


  • 2.  Re: Time slices for valorized ETC and ACTUALS in project "COST"

    Posted Jan 26, 2010 04:43 AM
    Hi  Have you looked at article TEC440146 in the Knowledge Base   -   Can you provide more details regarding the Financial Planning Slice Tables in Clarity 8.x:  You don't say what version you are using but in 8.1.0 there is a bug with the population of odf_sl tables via timeslicing  CLRT-36944  Financial  slices  from  custom  slice  requests  in  the odf_sl_plan_cost  table  not  being  updated

    Steps  to  reproduce
    ===============
    1.Go  to  Admin  ->  Data  Administration  ->  Time  Slices  and  create  a  custom  slice
    request  based  on  the
    project:detailed  planned  cost  or  investment  cost  plan  item.
    You  can  use  the  following  details
    rollover  interval:Monthly
    from  date  :  1/1/09
    slice  period:Monthly
    number  of  periods  12
    2.  Ensure  that  there  are  existing  cost  plan  information  in  the  database  if not  create  cost  plans  and  populate  the  details  with  cost  information  .
    3.Run  the  time  slicing  job4.  Check  the  odf_sl_plan_cost  table,  this  should  be  populated  with  existing cost  plan  slices  for  the  new  slice  request
    5.  After  a  few  days  create  more  cost  plans  ,  populate  the  cost  plan  details with  cost  information  ,  run  the  time  slicing  job  and  check  the odf_sl_plan_cost  table  again

    Expected  Results:  The  slice  request  in  the  odf_sl_plan_cost  table  should  be updated  with  new  values
    Actual  Results:  The  odf_sl_plan_cost  table  does  not  get  updated

    Workaround:
    Go  to  the  UI  and  edit  the  custom  slice  request  and  submit  it  ,  this  should recreate  the  slice  data  when  the  time  slicing  job  runs
    Or
    Run  the  following  update  statement  to  recreate  the  slice  request  and  then  run the  time  slicing  job
    update  prj_blb_slicerequestsset  request_completed_date  =  NULL
    where  request_name  like  'Insert  the  slice  request  name  here'

    This  bug  is  open  with  development  and  should  be  fixed  in  a  future  version


  • 3.  Re: Time slices for valorized ETC and ACTUALS in project "COST"

    Posted Jan 26, 2010 05:19 AM
    Hello,  Thank you for your answer.  I am working with Clarity 8.1FP3.  I will check if I can get my time slice "odf_sl_plan_cost" populated but I'm not sure that it is the one I need, because the PRJ_OBJECT_ID seems to be related to the ID of the INV_INVESTMENTS table and I need a slice connected to the ID of the FIN_COST_PLAN_DETAILS table.  In fact I want to get the  ACTUALS  and ETC in € as their are represented in the financial plan (divided among ROLES and TRANSACTION CLASS).  Regards  Jean-Baptiste