Navigate to Add Top Level X Matrix

Step 1:

• Matrix Name, Location, Owner

note: the above can be changed at any time

• Date Range:  Note this should be the 12 month financial range for the matrix.

Target to/from dates will default to this range.

• Click Save

At this point you can begin populating the quadrants of the matrix.

Click on the Quadrant to Edit

• Enter the data

• Click Save Changes

•  About the North Items

• About the East Items

• About the Resources

About the Cascading Options

How L2's are created...See more...