Configure cost calculation intervals

Overview of cost calculation intervals

Cost data that involves the following roll-ups is recalculated system-wide on a periodic basis using services:

  • Roll-up of work plan task actual cost data to summary tasks uses the Cost Rollup Service.

  • Roll-up of work plan and time sheet actual cost data to the project financial summary uses the Cost Rollup Service.

  • Roll-up of time sheet actuals for proposals and assets to the financial summary uses the Cost Rollup Service.

  • Roll-up of lifecycle entity forecast and actual costs and financial benefits to the program financial summary uses the Financial Summary Rollup Service.

  • Changes made to cost rules uses the FX Rate Update Service.

  • Changes made to financial exchange rates uses the Cost Rate Rule Update Service.

Since these roll-up calculations are performed periodically, cost data for one entity may not match its dependent entity until the next calculation interval.

For more information about these services, see Cost calculation services.

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Cost calculation services

Periodic cost roll-up is performed system-wide and is governed by several services on the PPM Server. Configure cost calculation intervals describes these services.

Service

Description

Default Values

Cost Rate Rule Update Service

Determines if costs are recalculated after updates are made to cost rules, and the frequency with which cost rules are checked for updates and costs recalculated.

Note: As an administrator, you can determine the batch size of processing staffing profiles in the Cost Rate Rule Update service by configuring the parameter COST_RATE_RULE_UPDATE_SERVICE_COMMIT_BATCH_SIZE in the server.conf file. By default, the value is 20.

Status: Enabled

Schedule Type: Simple

Schedule: Every hour

Cost Rollup Service

Determines if periodic cost roll-up calculations are performed and their frequency.

By default, cost roll-up calculations are not performed on projects longer than 3650 days (10 years). To increase or decrease this threshold, set the PROJ_COST_ROLL_UP_DURATION_IN_DAYS parameter.

Note: As an administrator, you can determine the batch size of Cost Rollup Service by setting a value for the COST_ROWS_BATCH_SIZE parameter in Administration Console. By default, the value is set to 1000.

You can select a smaller value if you find Cost Rollup Service is consuming too much memory.

Note: The service was enhanced in version 9.30 to improve cost calculation accuracy and system performance. For details, see Revamped Cost Rollup Service.

Status: Enabled

Schedule Type: Simple

Schedule: Every hour

Financial Summary Rollup Service

Determines if forecast and actual costs and financial benefits of a program are recalculated and the frequency. The service is run only for programs with Financial Management enabled and for programs that have been marked for processing. A program is marked for processing if any of its content is changed (such as a change to a lifecycle entity's forecast and actual costs, a change to a lifecycle entity's financial benefits, or the removal of a lifecycle entity).

Status: Enabled

Schedule Type: Heavy

Schedule: Every 3 hours

FX Rate Update Service

Determines if financial exchange rates are recalculated after they are updated, and the frequency with which financial exchange rate rules are checked for updates and costs are recalculated.

Status: Enabled

Schedule Type: Simple

Schedule: Every 2 hours

If data has been updated but the roll-up service has not yet run, a message is displayed about the rolled up data not being up-to-date and the estimated time at which the roll-up service will run.

Administrators who have the Sys Admin: Edit Services Schedules access grant can modify services.

To modify a service:

  1. From the menu bar in the standard interface, select Open > Administration > Schedule Services.

  2. Click on the row for the service you want to modify.

  3. Edit the Status (Enabled or Disabled), Schedule Type, and Schedule as needed. See the online help for more information about the Schedule Type.

  4. Click Save.

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Revamped Cost Rollup Service

PPM version 9.30 revamped the Cost Rollup Service to improve project cost calculation mechanism for cost rollups.

The following scenarios are covered:

  • Schedule / actual effort changes

    Behavioral changes of the Cost Rollup Service are described in the table below:

    Project Effort Control Actual cost calculation Cost Rollup Service
    Work plan manual input The actual cost and schedule cost is calculated and saved immediately on the tasks when a leaf task is saved or a work plan is saved. A record will be inserted into the ITG_PENDING_ROLLUPS table.
    • Sums up all the cost of leaf tasks and rolls up to summary tasks at each level
    • Recalculates the earned value
    Time sheet input The actual cost will be calculated and saved immediately on the timesheet when the time sheet is saved. A record will be inserted into the ITG_PENDING_ROLLUPS table.
    • Fetches cost from all related time sheets and sums them up at the task level
    • Rolls up to the summary task level
    • Recalculates the earned value

  • Cost rate changes

    Behavioral changes of the Cost Rollup Service are described in the table below:

    Cost Rate change actions Trigger (CostRateUpdateService) Cost Rollup Service
    • Add a cost rate
    • Modify the finish date for a cost rate
    1. Finds impacted projects
    2. Inserts a record into the ITG_PENDING_ROLLUPS table for the projects to calculate the planned cost only
    • Recalculates the planned cost of the specific project
    • Sums up the cost for each summary task
    • Recalculates the earned value
    • Modify an existing cost rate
    • Delete a cost rule
    • Modify cost factors
    1. Finds impacted projects
    2. If the project is using Time Management, recalculates all the related time sheets based on the updated cost rate. (Closed and frozen timesheets will not be recalculated.)
    3. Inserts into the ITG_PENDING_ROLLUPS table for the projects to calculate actual and planned cost
    • If the project is using Time Management, the Cost Rollup Service fetches actual cost directly from time sheets and sum them up at all task levels
    • If the project is not using Time Management, recalculates the actual cost at all task levels and sum them up.
    • Recalculates the planned cost at all task levels and sum them up.
    • Recalculates the earned value.

  • Baseline changes

    Behavioral changes of the Cost Rollup Service are described in the table below:

    Baseline changes System behavior Cost Rollup Service
    • Activate a baseline
    • Add a baseline
    		Adds a record in the ITG_PENDING_ROLLUPS table to sum the planned cost up to baseline summary task level.
    • Sum the baseline planned cost to baseline summary task level
    • Insert a record into the ITG_PENDING_ROLLUPS table to calculate the earned value for the project.
    Delete an active baseline (there are several baselines left) Randomly finds another baseline to activate. The behavior will follow the behavior when activate a baseline. N/A
    Delete an active baseline (there is only one baseline) Adds a record in the ITG_PENDING_ROLLUPS table to recalculate the earned value for the specific project Recalculate the earned value for the project.

  • Other changes

    Behavioral changes of the Cost Rollup Service are described in the table below:

    Other changes System behavior Cost Rollup Service
    Modify the project setting Add a record in the ITG_PENDING_ROLLUPS table to recalculate everything for the project. Calculate the project according to the project setting.
    MSP import Add a record in the ITG_PENDING_ROLLUPS table to recalculate everything for the project. Calculate the project according to the project setting.
    Agile Manager/Agile tools/Subproject import Add a record in the ITG_PENDING_ROLLUPS table to recalculate everything for the project. Calculate the project according to the project setting.

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