Advanced
Data Model
Maximizing Queries Using Tables
www.regoconsulting.com
Phone: 1-888-813-0444
Summary
●
●
●
●
●
○ Ideas
○ Projects
High Level Overview
Core Tables
Time Slices
Datamart
Database
● Database Details
○ Common Columns
○ Table Naming Convention
○ Object Types
● Where to find
documentation
● Object Details
○
○
○
○
○
○
Resources
Ideas
Projects
Baselines
Master / Sub
Portfolios
● Open Discussion!
2
www.regoconsulting.com
Phone: 1-888-813-0444
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
○ DataMart is populated via several job processes – Rate Matrix Extraction, DataMart
Extraction and Datamart Rollup
3
www.regoconsulting.com
Phone: 1-888-813-0444
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
4
www.regoconsulting.com
Phone: 1-888-813-0444
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.
5
www.regoconsulting.com
Phone: 1-888-813-0444
www.regoconsulting.com
Phone: 1-888-813-0444
Feb-16
Jan-16
Dec-15
Nov-15
Oct-15
Sep-15
Aug-15
Jul-15
Jun-15
May-15
Apr-15
Mar-15
Feb-15
Jan-15
Dec-14
Slice Range
Qtr
Qtr
Nov-14
Oct-14
Sep-14
Aug-14
Jul-14
Jun-14
Qtr
May-14
Apr-14
Mar-14
Feb-14
Jan-14
Time Slice Tables
Qtr
6
www.regoconsulting.com
Phone: 1-888-813-0444
Feb-16
Jan-16
Dec-15
Nov-15
Oct-15
Sep-15
Aug-15
Jul-15
Jun-15
May-15
Apr-15
Mar-15
Slice Range
Qtr
Qtr
Feb-15
Jan-15
Dec-14
Nov-14
Oct-14
Sep-14
Qtr
Aug-14
Jul-14
Jun-14
May-14
Apr-14
Mar-14
Feb-14
Jan-14
Time Slice Tables
Rollover
Qtr
7
Types of Slices
● There are five DAILY out of the box slices.
● These slices are used to populate the datamart and some
reporting tables.
#
1
2
3
10
11
Slice Name
DAILYRESOURCEAVAILCURVE
DAILYRESOURCEACTCURVE
DAILYRESOURCEESTCURVE
DAILYRESOURCEALLOCCURVE
DAILYRESOURCEBASECURVE
Portions obtained from CA documentation
www.regoconsulting.com
8
Phone: 1-888-813-0444
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.
#
4
5
6
7
Slice Name
MONTHLYRESOURCEACTCURVE
MONTHLYRESOURCEESTCURVE
MONTHLYRESOURCEALLOCCURVE
MONTHLYRESOURCEAVAILCURVE
Portions obtained from CA documentation
www.regoconsulting.com
9
Phone: 1-888-813-0444
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.
10
www.regoconsulting.com
Phone: 1-888-813-0444
Common Columns
ID
CREATED_DATE
CREATED_BY
LAST_UPDATED_DATE
LAST_UPDATED_BY
Primary Key
Date/time record was created
User that created the record. Foreign key
to CMN_SEC_USERS.ID
Date/time record was last updated
User that updated the record. Foreign key
to CMN_SEC_USERS.ID
11
www.regoconsulting.com
Phone: 1-888-813-0444
DB Object Prefix Naming Convention
Component
Business Development
Business Process Management
Calendaring
Capacity Planning
Collaboration
Common
PMO Accelerator
Datamart
Discussions
Object Definition Fields
Project Accounting
Portfolio Management
Project/Portfolio Management
Resource Management
Shared SRM Objects
eXtensible Data Model
ID
BIZ
BPM
CAL
CAP
CLB
CMN
COP
NBI
NTD
ODF
PAC
PFM
PRJ
RSM
SRM
XDM
12
www.regoconsulting.com
Phone: 1-888-813-0444
DB Object Suffix Naming Convention
Type
Primary key constraints and indexes
Type ID
PK
Foreign key constraints
FKx
Check constraints
Unique indexes
Non-unique indexes
Sequences (Oracle only)
CKx
Ux
Nx
Sx
Triggers
Packages
Stored Procedures
Functions
Views
Aggregate/Summary tables
TRGx or Tx
PKG
SP
FCT
V
SUM
Description
Primary key constraints need to be named explicitly as they
control the name of the primary key index (which is
automatically created)
Foreign key constraints need to be named explicitly (“alter
table XYZ add XYZ_FK1 foreign key …”)
i.e. CK1 or CK2
i.e. U1
i.e. N1 or N2
i.e. S1 or S2. S1 is used for primary key sequences only, i.e.
CMN_LOOKUPS_S1.
i.e. TRG1 or TRG2, T1 or T2
13
www.regoconsulting.com
Phone: 1-888-813-0444
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.
14
www.regoconsulting.com
Phone: 1-888-813-0444
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
www.regoconsulting.com
15
Phone: 1-888-813-0444
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
www.regoconsulting.com
16
Phone: 1-888-813-0444
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
www.regoconsulting.com
17
Phone: 1-888-813-0444
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
www.regoconsulting.com
18
Phone: 1-888-813-0444
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
19
www.regoconsulting.com
Phone: 1-888-813-0444
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
20
www.regoconsulting.com
Phone: 1-888-813-0444
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
21
www.regoconsulting.com
Phone: 1-888-813-0444
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
www.regoconsulting.com
22
Phone: 1-888-813-0444
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.
INV_HIERARCHIES_FLAT
PARENT_ID = ID
CHILD_ID = ID
INV_INVESTMENTS
(Parent)
INV_INVESTMENTS
(Child)
ID = PRID
ID = PRID
INV_PROJECTS
INV_PROJECTS
IS_PROGRAM
IS_TEMPLATE
IS_PROGRAM
IS_TEMPLATE
○ Filter for Program!
• INV_PROJECTS . IS_PROGRAM
○ Reference the Investments twice
• Once for Master.
• Once for Sub.
Portions obtained from CA documentation
www.regoconsulting.com
23
Phone: 1-888-813-0444
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
www.regoconsulting.com
24
Phone: 1-888-813-0444
Portfolios
Portions obtained from CA documentation
www.regoconsulting.com
25
Phone: 1-888-813-0444
Portfolios
● PFM_PORTFOLIOS
○ Main table that holds all portfolios.
26
www.regoconsulting.com
Phone: 1-888-813-0444
Portfolios
● PFM_INVESTMENTS
○ This table contains copy of investment attributes in the context of a
portfolio.
○ Link to Investment ID is on this table.
27
www.regoconsulting.com
Phone: 1-888-813-0444
Exercise #3 – Portfolio
Select
INV.Name,
INV.Code,
PP.Name PortfolioName,
pp.CODE PortfolioCode
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
www.regoconsulting.com
28
Phone: 1-888-813-0444
Questions
Contact US
888.813.0444
Email Contact
Thank you for your time.
info@regoconsulting.com
Web Site
www.regoconsulting.com
29
www.regoconsulting.com
Phone: 1-888-813-0444