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Advanced Data Model

Advanced Data Model. Maximizing Queries Using Tables. Summary . High Level Overview Core Tables Time Slices Datamart Database Common Columns Table Naming Convention Object Types Where to find documentation Object Details Ideas Projects Database Details Resources Ideas Projects

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Advanced Data Model

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  1. Advanced Data Model Maximizing Queries Using Tables

  2. Summary • High Level Overview • Core Tables • Time Slices • Datamart • Database • Common Columns • Table Naming Convention • Object Types • Where to find documentation • Object Details • Ideas • Projects • Database Details • Resources • Ideas • Projects • Baselines • Master / Sub • Portfolios • Open Discussion!

  3. 10,000 Foot View • There are 3 main areas where data is stored • Core Tables • These are the production tables used for the day to day functions • They include • Investment , Resource, Timesheet Information • Data updated in real time (Live Tables) • Time Slice Tables • Houses summarized data by Daily, Weekly, Bi-Weekly, Monthly, Bi-Monthly, Quarterly, Semi-Annually, Yearly views • These tables are populated via a job process – Time Slice • Time Slices are critical to define how much data is summarized • DataMart Tables • Provides Summary and Rollup Data • DataMartis populated via several job processes – Rate Matrix Extraction, DataMart Extraction and DatamartRollup

  4. Core Tables • Investments • INV_INVESTMENTS – Main investment table that links to all of the related investment table. • Resources • SRM_RESOURCES is the basic resource/role table that links to all resource related tables. • Timesheet • Stores timesheet information and links to the resource, time entry and time period tables • PRTimesheet • PrTimeEntry

  5. Time Slice Tables • Time and Hour metrics are stored as blobs and are unreadable in the day to day production tables. • Time Slice tables open a window to this data for viewing. • These views allow Clarity to group data into Weeks, Months, Quarters etc… • This grouping allows for more efficient queries. • Need to tell it what slice you are going after. • Keep your daily slices to a minimum. • Resetting Slices.

  6. Time Slice Tables

  7. Time Slice Tables Rollover

  8. Types of Slices • There are five DAILY out of the box slices. • These slices are used to populate the datamart and some reporting tables. # Slice Name 1 DAILYRESOURCEAVAILCURVE 2 DAILYRESOURCEACTCURVE 3 DAILYRESOURCEESTCURVE 10 DAILYRESOURCEALLOCCURVE 11 DAILYRESOURCEBASECURVE Portions obtained from CA documentation

  9. Types of Slices • There are four MONTHLY out of the box slices. • These slices are not used to populate the datamart but are used in reporting. # Slice Name 4 MONTHLYRESOURCEACTCURVE 5 MONTHLYRESOURCEESTCURVE 6 MONTHLYRESOURCEALLOCCURVE 7 MONTHLYRESOURCEAVAILCURVE Portions obtained from CA documentation

  10. Datamart Tables • Time bucketed PM Information • Weekly, monthly, quarterly and yearly time bucketed information at the OBS level • Summary information about projects • Project, resource and task information on a daily basis • Resource information • Datamart data is tied to the out of the box daily slices. • Datamart historical information is limited to the time slices. • Pre-Upgrade steps will clear the datamart tables.

  11. Common Columns

  12. DB Object Prefix Naming Convention

  13. DB Object Suffix Naming Convention

  14. Documentation • CA Bookshelf • Contains Entity Diagram and Technical Reference guide for 13.x versions • One bookshelf for users. • One bookshelf for admins. • Also contains data model changes.

  15. Resources • CMN_SEC_USERS • User / Logon • SRM_RESOURCES • Resource Information • PRJ_RESOURCES • Open for Time settings • RSM_SKILLS • List of Skills • RSM_SKILL_ASSOCIATIONS • Skill to Resource link Portions obtained from CA documentation

  16. Ideas • INV_INVESTMENTS • ODF_OBJECT_CODE = ‘idea’ • INV_IDEAS • Idea object attributes • ODF_CA_IDEA • Custom Idea attributes • PRTask • Hidden Idea Task Portions obtained from CA documentation

  17. Projects • INV_INVESTMENTS • Main table • INV_PROJECTS • Template, program • PAC_MNT_PROJECTS • Financial Settings • ODF_CA_PROJECT • Custom Project Attributes • PRTeam • Team Members • PRTask • Task Information • PRAssignment • Assignment Information Portions obtained from CA documentation

  18. Baselines • PRJ_BASELINES • List of all baselines • Flag for current • Link to investment • Project / Application type • PRJ_BASELINE_DETAILS • Task / Assignment / Project level Portions obtained from CA documentation

  19. PRJ_BASELINES • PRJ_BASELINES • Master list of all baselines in the system. • Updated for 13.2 and above. • PROJECT_ID = Investment ID • OBJECT_TYPE = Investment Type • NAME = Baseline Name • CODE = Baseline Code • IS_CURRENT = Current BL Flag • ID = Baseline internal ID

  20. PRJ_BASELINE_DETAILS • PRJ_BASELINE_DETAILS • Details of the baseline. • OBJECT_TYPE • Project / Application • Task • Team • Assignment • BASELINE_ID = ID from PRJ_BASELINE table. • OBJECT_ID = Instance ID of object_type • USAGE_SUM = Baselined Effort (Act + Remaining Effort) in seconds. • COST_SUM = Baselined Cost • DURATION = Effort duration

  21. Exercise #1 – Baseline Details Select INV.CODE ,INV.NAME ,PB.NAME ,PBD.START_DATE ,PBD.FINISH_DATE ,PBD.USAGE_SUM / 3600 ,PBD.COST_SUM ,PBD.DURATION FROM INV_INVESTMENTS INV Inner Join PRJ_BASELINES PB ON PB.PROJECT_ID = INV.ID Inner Join PRJ_BASELINE_DETAILS PBD ON PBD.BASELINE_ID = PB.ID Where PBD.OBJECT_TYPE = 'PROJECT' and PB.is_current = 1

  22. Master / Sub • INV_HIERARCHIES_FLAT • This denormalized table stores data based on INV_HIERARCHIES. The flattened table contains parent_id and child_id entries for all descendants of a given investment parent_id that has a hierarchy. The link_source_id contains the ID of the immediate parent of the child. This table enables rapid retrieval of all descendants within a hierarchy. By examining the link_source_id, the original hierarchical order can also be retrieved. • Can return Program/Master/Sub relationships. Portions obtained from CA documentation

  23. Master / Sub • INV_HIERARCHIES_FLAT • Join to the INV_INVESTMENTS on the ID = PARENT_ID or CHILD_ID fields from the hierarchy table. • Same table is used for multiple purposes. • Filter for Program! • INV_PROJECTS . IS_PROGRAM • Reference the Investments twice • Once for Master. • Once for Sub. Portions obtained from CA documentation

  24. Exercise #2 – Master / Sub Select MAS.NAME MasterName, MAS.CODE MasterCode, SUB.NAME SubName, SUB.CODE SubCode FROM INV_HIERARCHIES IH Inner Join INV_INVESTMENTS MAS on MAS.ID = IH.PARENT_ID Inner Join INV_PROJECTS MP on MP.PRID = MAS.ID Inner Join INV_INVESTMENTS SUB on SUB.ID = IH.CHILD_ID Inner Join INV_PROJECTS SP on SP.PRID = SUB.id Where SP.IS_PROGRAM = 0 and MP.IS_PROGRAM = 0 Order by MAS.Code Portions obtained from CA documentation

  25. Portfolios Portions obtained from CA documentation

  26. Portfolios • PFM_PORTFOLIOS • Main table that holds all portfolios.

  27. Portfolios • PFM_INVESTMENTS • This table contains copy of investment attributes in the context of a portfolio. • Link to Investment ID is on this table.

  28. Exercise #3 – Portfolio Select INV.Name, INV.Code, PP.NamePortfolioName, pp.CODEPortfolioCode From PFM_PORTFOLIOS PP, PFM_INVESTMENTS PI, INV_INVESTMENTS INV Where pi.Portfolio_id = PP.id and INV.ID = pi.investment_id Portions obtained from CA documentation

  29. Questions Contact US 888.813.0444 Email Contact info@regoconsulting.com Web Site www.regoconsulting.com Thank you for your time.

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