A matrix is composed of the following:
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.
Use rate matrices to specify direct costs to investments. When you apply cost or billing rates to transactions, the correct rate is automatically selected from possible rates and is used during rate calculation. You can add matrices for use only with costs or rates.
The matrix rows govern the whole rate structure to cover all the pricing scenarios. You can set up one cost/rate matrix per project.
Use the following process to set up your cost/rate matrices:
The cost plus mechanism is used to apply mark-ups. A cost plus code is a set of cost plus rules.
Cost plus rules allow for the mark-up of actual or standard costs. Project managers can associate cost plus rules to their projects to allow mark-up to be calculated using the multiplier (factor), burden, and overhead methods.
Cost plus rules are added to cost plus codes to make up cost plus. Cost plus is used in an existing cost/rate matrix.
To enable a cost plus code, you must:
To delete a cost plus code, select the check box next to it and click Delete. If a cost plus code has been used in a transaction, you cannot delete it.
Follow these steps:
The list page appears.
The properties page appears.
Defines the unique ID for the cost plus code.
Limits: 8 characters
Defines the detailed description of the cost plus code.
Limits: 40 characters
Defines the brief description of the cost plus code.
Limits: 15 characters
Defines the cost type to which the cost plus code applies from the list.
Values:
The cost plus rules you add to the cost plus code specify the conditions and amounts that are applied for markups. Cost plus rules are added to cost plus codes to make up cost plus. Cost plus is used in an existing cost/rate matrix.
To delete a cost plus rule after adding, do the following:
Follow these steps:
The list page appears.
The properties page appears.
The create page appears.
Defines the beginning value for which this rule is invoked.
Defines the type of markup to apply for the actual or standard cost.
Default: Percent
Defines the type of markup to apply to burden.
Default: Percent
Defines the mark-up variable for overhead.
Default: Percent
Displays the range of units to which the mark-up applies.
Displays what the mark-up applies to (for example, cost, rate, or actual).
Defines the end of the range for invoking the rule.
Defines the percentage amount for the multiplier markup. When this cost plus rule is invoked, the multiplier amount is included in the calculation for the total transaction amount.
Default: 0
Defines the percentage amount for the burden markup. The burden equals cost (actual or standard) times the burden amount. When this cost plus rule is invoked, the burden amount is included in the calculation for the total transaction amount.
Default: 0
Defines the percentage amount for the overhead markup. Overhead is the operational costs of a business and equals cost (actual or standard) times the overhead amount. When this cost plus rule is invoked, the overhead amount is included in the total transaction amount.
Default: 0
Create as many cost matrices as needed for each entity. Once you have defined the general properties, assign columns to the matrix.
Follow these steps:
The manage matrix page appears.
The properties page appears.
Defines the unique name for the matrix.
Limits: 40 characters
Defines the matrix type as Cost/Rate.
Defines the default currency for this matrix. This field only appears if multicurrency is enabled.
Default: System Currency
Defines the location used in the matrix.
Defines the entity used in the matrix.
Specifies whether this matrix is restricted to particular users.
Default: Cleared
Defines any additional information specific to this matrix.
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:
The properties page appears.
The columns are assigned to the cost/rate matrix.
Follow these steps:
The properties page appears.
The edit matrix rows page appears.
The matrix row properties appear.
Defines the beginning of the effective date range for this row. Any transaction processed within the range is applied the rates/costs from this matrix.
Defines the end of the effective date range for this row.
Defines the billing rate applied to the transaction. A value of at least 0.00 is required. Entering a bill rate over 0.00 adds a rates matrix.
For equipment, materials, and expenses, rate is equal to quantity. For example, if the cost of a single server is $1,000.00, then the rate set to 1.
Defines the standard cost associated with any transaction matching the criteria established in the matrix. Standard Cost is applied in cost reporting.
Defines the actual cost associated with a transaction matches the criteria established in the matrix. Actual Cost is applied for billing.
Specifies the currency for the row in the matrix. This value can be different for each row in the matrix and is assigned when a transaction match occurs. Displayed only when multicurrency is enabled.
Default: Matrix Default Currency
Specifies the cost plus code used when a transaction matches the criteria established in the matrix.
A rate increase affects the entire matrix. At least one matrix row must exist for you to complete this procedure.
Follow these steps:
The edit matrix rows page appears.
Defines the percent increase to apply to the rate for the period specified.
Defines the percent increase to apply to the standard cost for the period specified.
Defines the percent increase to apply to the actual cost for the period specified.
Defines the beginning of the date range for the matrix rows affected by the rate change.
Defines the end of the date range for the matrix rows affected by the rate change.
Defines the beginning of the effective date range for the new matrix row.
Defines the end of the effective date range for the new matrix row.
Rates are date sensitive. You cannot overlap the dates when you copy matrix rows.
Follow these steps:
Defines the beginning of the effective date range for this row. Any transaction processed within the range is applied the rates/costs from this matrix.
Defines the end of the effective date range for this row.
Defines the billing rate applied to the transaction. A value of at least 0.00 is required. Entering a bill rate over 0.00 adds a rates matrix.
For equipment, materials, and expenses, rate is equal to quantity. For example, if the cost of a single server is $1,000.00, then the rate set to 1.
Defines the standard cost associated with any transaction matching the criteria established in the matrix. Standard Cost is applied in cost reporting.
Defines the actual cost associated with a transaction matches the criteria established in the matrix. Actual Cost is applied for billing.
Specifies the currency for the row in the matrix. This value can be different for each row in the matrix and is assigned when a transaction match occurs. Displayed only when multicurrency is enabled.
Default: Matrix Default Currency
Specifies the cost plus code used when a transaction matches the criteria established in the matrix.
Copying a cost/rate matrix adds a new matrix using the defined properties of the existing matrix.
Follow these steps:
The properties page appears.
Defines the unique name for the matrix.
Limits: 40 characters
Specifies the matrix types.
Values: Cost/Rate
Defines the default currency for this matrix. This field only appears if multicurrency is enabled.
Default: System Currency
Defines the location used in the matrix.
Defines the entity used in the matrix.
Specifies whether this matrix is restricted to particular users.
Default: Cleared
Defines any additional information specific to this matrix.
Displays the number of columns in the matrix.
Displays the number of rows in the matrix.
The assign columns page appears.
The finish page appears.
A new copy of the cost/rate matrix is created.
Matrices that are currently being viewed or changed are locked and therefore other user cannot view or change them.
Follow these steps:
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