Clarity

  • 1.  actuals by OBS

    Posted Oct 29, 2018 05:46 AM

    Hi We have a requirement where in we need to pull the "actuals" by "investment type" (its not OOTB, a custom OBS) in hours yearly.

     

    Which way we can get this from PPA_WIP_TABLES or from Slices or labor_actsum from inv_investments?



  • 2.  Re: actuals by OBS
    Best Answer

    Posted Oct 29, 2018 03:53 PM

    Start with trying something  like

    SELECT
    prj_obs_units.name OBS_unit,
    SUM(ppa_wip.quantity) HOURS

     

    FROM
    ppa_wip,
    prj_obs_units,
    prj_obs_types,
    prj_obs_associations

     

    WHERE
    prj_obs_units.type_id = prj_obs_types.id
    AND prj_obs_types.name = 'investment type'
    AND prj_obs_associations.table_name = 'SRM_PROJECTS'
    AND prj_obs_associations.record_id = ppa_wip.investment_id
    AND ppa_wip.transdate <= '2018-12-31'
    and ppa_wip.transdate >= '2018-01-01'
    GROUP BY prj_obs_units.name

     

    WIP table could be the best as it contains the project ID's and transdates on the outset that quantity is hours or similar.

    The custom OBS units are not likely to be associated with the timeentries or WIP entries. Therefore you have to get the association separately.

    labor_actsum from inv_investments is no good as it is the total and you cannot get aactuals for a specific time frame from that.

    Slices are also good if they contain the timeframe you want. You may need to crate custom slices for that.

     

    In the system I looked there are Monthly investment actuals which does require much SQL like using DAILYRESOURCEACTUALS would.



  • 3.  Re: actuals by OBS

    Posted Oct 30, 2018 02:27 AM

    Thanks



  • 4.  Re: actuals by OBS

    Posted Oct 30, 2018 01:41 PM

    You might consider adding a condition for the ppa_wip.status field

    STATUS

    Indicates the current status of this transaction. Values are:

    • 0 = No adjustment, no pending approval for billing
    • 1 = Adjusted
    • 2 = Reversed
    • 4 = Updated
    • 8 = Processed by billing, approval pending