Clarity

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  • 1.  Allocation Cost issue

    Posted Jul 16, 2020 05:14 PM
    I have a resource that has a rate in the rate matrix of $101.  They are allocated to a project for 441 hours.  When I run the Update Cost Totals job I get an allocated Cost of $1,491.00.  Other resources on this project have the same issue.  Other projects are fine.

    Clarity 15.6.0

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    Manager, PPM Strategy and Support
    TD Bank Group
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  • 2.  RE: Allocation Cost issue

    Posted Jul 16, 2020 11:51 PM
    Some of the things that could potentially be happening (may also be something completely different based on your setup)

    1. Rate Matrix Extraction job has not run from the time this project was setup and/or rates were updated in the matrix.
    2. System isn't able to find a match. Are you able to do a Populate From Investment team without errors in the cost plan?
    3. There are records in the rate matrix with the cost rate you are getting above and you have a column in the matrix matching to some attribute on your project resulting in the system picking up this rate. See table below for various columns and how clarity would be trying to source them.

    Value Team Member Primary Source  Secondary Source 
    Charge Code Resource or Role Investment None. The field is blank if the value is undefined on the investment.
    Cost Type Resource or Role Investment N/A (Cost type is a required field for an investment)
    Input Type Code Resource Resource None. The field is blank if the value is undefined on the resource, or if the team member is a role.
    Input Type Code Role N/A The field is blank if the team member is a role.
    Department Labor Resource Entity source location Investment
    Department Non-labor Resource Entity source location Investment
    Department Role Staff OBS Unit Investment
    Location Labor Resource Entity source location Investment
    Location Non-labor Resource Entity source location Investment
    Location Role Staff OBS Unit Investment
    Transaction Class Resource Resource None. The field is blank if the value is undefined on the resource.
    Transaction Class Role Role None. The field is blank if the value is undefined on the role.
    Resource Resource Team Member None
    Resource Role NA The field is blank if the team member is a role.
    Resource Class Resource Resource None. The field is blank if the value is undefined on the resource.
    Resource Class Role Role None. The field is blank if the value is undefined on the role.
    Role Resource Team role If there is no team role, the resource primary role is used. The field is blank if the resource has no primary role.
    Role Role Team role If there is no team role, the team member (role) is used.



  • 3.  RE: Allocation Cost issue
    Best Answer

    Broadcom Employee
    Posted Jul 17, 2020 09:12 AM
    It appears it is picking up a rate of about $3.38  (1491/441).  Do you have a rate like that in the matrix?  

    There was a bug where the costs were getting divided by 3600 but it does not appear that is the case here either.
    If it did not find a rate for the allocation cost for some reason it could pick up $1 which it is not doing either.

    I agree that you need to check to make sure what the match is in the matrix and also that the dates in the matrix cover the dates of the project or allocation.

    If you need additional assistance please open a support case.

    Liz Williamson