Financial Administration › Financial Matrices

Financial Matrices

A matrix is composed of the following:

• General properties to describe the matrix.
• Assigned columns that identifies the criteria used to match the rates and costs to transactions.

You can define three types of matrices:

• Administrative. This type calculates administrative costs.
• Cost/Rate. This type is used during financial processing to determine costs and billing or charge rates. You can create cost and rate matrices for labor, materials, equipment, and expense resource types.
• Tax. This type calculates tax costs.

You can establish default matrices at the system level, entity level, and investment level. CA Clarity PPM looks for and applies matrices first at the investment level, then at the entity level, and finally at the system level. You can set default rate locations at either the entity level or system level. If a matrix cannot be matched, you can enter costs and rates manually when you create transactions.

Note: See the Financial Management User Guide for more information.

More information:

Cost/Rate Matrices

Cost Plus Codes and Rules

Administrative Methods and Codes

Tax Authorities

Assign Columns in Cost/Rate Matrices

How to Set Up Cost/Rate Matrices

Test Cost/Rate Matrices

Copy Cost/Rate Matrices

Unlock Matrices

Entities

Manage Transaction Default Entries