Configure cost calculation intervals

This section provides details on how to 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.

Cost calculation services

Periodic cost roll-up is performed system-wide and is governed by several services on the PPM Server. The following table 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. 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. 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:

Click the Administration button in the masthead.
From Administration menu, select Sys Admin > Schedule Services.
Click on the row for the service you want to modify.
Edit the Status (Enabled or Disabled), Schedule Type, and Schedule as needed. See the online help for more information about the Schedule Type.
Click Save.

Revamped Cost Rollup Service

The Cost Rollup Service was revamped 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	Finds impacted projects 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	Finds impacted projects 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.) 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.