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Assign Columns in Cost/Rate Matrices

You can set up the conditions under which rates are applied. You can assign and remove, order, and reorder up to 10 columns for the cost/rate matrix. As you process transactions, the matrix columns are used to determine the rates and costs.

The order of the columns determines the weighting and filtering driving the rates. When the matrix is called during transaction processing, the columns are read from left to right. For example, if the first column is “Client”, and the second is “Project”, only projects associated with the client run against this cost/rate matrix.

To assign a column in a cost/rate matrix

1. Click Manage Matrix from the Finance menu.

   The Manage Matrix page appears.

2. Click the name of the matrix to which you want to assign columns.

   The Matrix Properties: Edit Matrix Rows page appears.

3. Click Assign Columns from the content menu.

   The Matrix Properties: Assign Columns page appears.

4. Do the following, and click Save:
   • Select the column from the Available list of columns and click the Move Right (Right) arrow to move the item to the Selected list.
   • To remove a column from the Selected Columns list, select the column and click the Move Left (Left) arrow.
   • To change the order of selected items up, click the Up or Down arrow.

   The columns are assigned to the cost/rate matrix.

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