Setting Up Financial Management › Financial Matrices

Financial Matrices

A matrix is composed of the following:

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

You can define a Cost/Rate matrix used during financial transaction processing to determine costs and billing or charge rates. You can create cost and rate matrices for labor, materials, equipment, and expense resource types.

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.

Set up currency before creating a cost/rate matrix.

More information:

Cost/Rate Matrices

How to Set Up Cost/Rate Matrices

Cost Plus Codes and Rules

Create Cost/Rate Matrices

Assign Columns in Cost/Rate Matrices

Add and Change Cost/Rate Matrix Rows

Increase the Rate for Cost/Rate Matrices

Copy Cost/Rate Matrix Rows

Copy Cost/Rate Matrices

Unlock Matrices

Entities

Set Project Transaction Entry Defaults