Associating Matrices to Process Models

To ensure that matrices and their metrics are available within projects, associate the matrices you create to the process model. You can create an association from the matrix to the model, or from the model to the matrix. How you choose to make the association may depend on whether you want to assign multiple matrices to a model at one, or a single model to multiple metrics.

When you associate a matrix with a model the metrics within the matrix are automatically associated with the model, although they are not listed when configuring metrics for the model. The same is true if the matrix is part of a quick grid that is added to the model on a deliverable, activity, or that is included in a page layout associated with the model.

See the following options to associate matrices to models:

• Assign multiple matrices to a single model when creating or modifying a model (Process Designers only).
• Assign a single matrix to multiple models when creating or modifying a matrix.

To assign multiple matrices to a single model (Process Designers only):

1. From the System menu, select Process > All Models, and select the model to edit.
2. Click the Matrices tab to display the matrices associated with the model.

If you are creating a new process model, the Matrices tab is not available until you complete creating the model and click Create.

3. For each selection, highlight the matrix name in the Available window, and click the arrow, or double-click the matrix name to move it from the Available list to the Selected list.

4. Click Apply to save your changes.

To assign a single matrix to multiple models:

1. From the System menu, select Content Sources > Matrices and select the matrix to edit.
2. Click the Models tab to display the models to which the matrix is associated.

If you are creating a new matrix, the Modelstab is not available until you complete creating the matrix and click Create.

3. For each selection, highlight the model name in the Available Models window, and click the arrow, or double-click the matrix name to move it from the Available list to the Selected list.
4. In the Select Model dialog, highlight the layout name in the Available window, and click the arrow, or double-click the matrix name to move it from the Available list to the Selected list.

5. Click Apply to save your changes.

Notes:    To remove an association between a matrix and a model, open the model and select the Matrices tab. In the Selected list, move the matrices you want to remove to the Available list and click Apply. Removing a matrix from a model disables the matrix in both and open and closed projects.