We are creating a course environment from scratch, and we cannot create the default matrix, because the "matrix type" list is empty.

Have we missed something ?

thank you for your answers

Regards,

Stéphane

Hello,

We are creating a course environment from scratch, and we cannot create the default matrix, because the "matrix type" list is empty.

Have we missed something ?

thank you for your answers

Regards,

Stéphane

We are creating a course environment from scratch, and we cannot create the default matrix, because the "matrix type" list is empty.

Have we missed something ?

thank you for your answers

Regards,

Stéphane

- 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.

Cost/Rate Matrices

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.

**[color=#380fdd]Are you following this ?[color]**

**Create Cost/Rate Matrices**

Create as many cost matrices as needed for each entity and as many rate matrices as needed for each client. Once you have defined the general properties, assign columns to the matrix.

To create a cost/rate matrix

1. Select Manage Matrix from the Finance menu.

The Manage Matrix page appears.

2. Click New.

The Matrix Properties: General Information page appears.

3. Complete the following fields:

Matrix Name

Defines the unique name for the matrix.

Limits: 40 characters

Matrix Type

Defines the matrix type.

Values: Cost/Rate

Default: Cost/Rate

Matrix Default Currency

Defines the default currency for this matrix. This field only appears if multi-currency is enabled.

Default: System Currency

Location

Defines the location used in the matrix. Click the Browse icon and select one from the list.

Entity

Defines the entity used in the matrix.

Private

Specifies whether this matrix is restricted to particular users.

Default: Cleared

Notes

Defines any additional information specific to this matrix.

4. Click Save and Continue.

The Matrix Properties: Assign Columns page appears.

NJHi

**navzjoshi00**,Look, I've been able to create my Matrix Cost / rate "Name: Financial Matrix", and I am defining investment level

After that I ran the job "Extraction rate Matrix", but my cost is not updated according to the matrix, and all values come out zero

There is something else I should do?

Thanks.

Hi NJ,

could you please also describe how to create Tax rate matrix? we have maintained list of Companies with address details for each country the Company operates in and for the NPV,ROR and PP calculation we need to derive the corporate tax rate for company involved in project.

many thanks!

Miro

As of version 13.0 and higher, the application no longer has 'Tax Authorities' for creating a Tax Matrix.

This was used for External Billing functionality which was also removed in that version.

If you are planning to do an external billing integration to a 3rd party application, the taxes should be applied there.

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.

Cost/Rate Matrices

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.

[color=#380fdd]Are you following this ?[color]Create Cost/Rate MatricesCreate as many cost matrices as needed for each entity and as many rate matrices as needed for each client. Once you have defined the general properties, assign columns to the matrix.

To create a cost/rate matrix

1. Select Manage Matrix from the Finance menu.

The Manage Matrix page appears.

2. Click New.

The Matrix Properties: General Information page appears.

3. Complete the following fields:

Matrix Name

Defines the unique name for the matrix.

Limits: 40 characters

Matrix Type

Defines the matrix type.

Values: Cost/Rate

Default: Cost/Rate

Matrix Default Currency

Defines the default currency for this matrix. This field only appears if multi-currency is enabled.

Default: System Currency

Location

Defines the location used in the matrix. Click the Browse icon and select one from the list.

Entity

Defines the entity used in the matrix.

Private

Specifies whether this matrix is restricted to particular users.

Default: Cleared

Notes

Defines any additional information specific to this matrix.

4. Click Save and Continue.

The Matrix Properties: Assign Columns page appears.

NJ