Setting Up Financial Management › Financial Matrices › Assign Columns in Cost/Rate Matrices

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 ten 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 named 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.

Follow these steps:

1. Open the cost/rate matrix.

   The properties page appears.

2. Assign columns to your matrix as follows and click Save:
   • Select the column from the Available list of columns and click the Add arrow to move the item to the Selected list.
   • To remove a column from the Selected list, select the column and click the Remove arrow.
   • To change the order of selected items up, click the Up or Down arrow.

   The columns are assigned to the cost/rate matrix.

More information:

Create Cost/Rate Matrices