Creating Matrices for Multiple Owners

Create a matrix that more than one person can work on without overwriting changes from other users. The matrix is assigned as the template of more than one deliverable or activity, and each document is filtered so that its owner can only upload edits on part of the matrix.

This process can also be used to create a matrix for a single owner in multiple stages.

To create a matrix for multiple owners:

1. Create a matrix with one or more filter metrics along with the metrics that contain the data to be updated.

The filter metrics specify which parts of the matrix a given user can modify. Filter metrics can be either list type or multi-select list type, and the list can be either entered manually or selected by query. Select at least one Filterable check box on the Matrix page to enable that metric to filter the matrix it is in.

2. Setup a Smart Excel document template to update a matrix.
3. Associate the matrix with the models that contain the deliverables or activities to update.

Select the same matrix template for all the documents that are used to update the matrix.

4. In the deliverable and activity definitions within the model, assign the metric filters for the matrix.

The filtering options allow document owners to update only the rows that contain a specific value in the filter metric. One of the filtering options allows the owner to see all of the matrix while the other allows the owner to see only the rows they can update.

Since each document is intended for a different member of the project team, it would can be helpful to indicate in the document name or description what content is editable within the matrix.

Notes:    The Project Manager and Process Managers with Manage Process rights can change the filtering options for deliverables and activities within in the project, and the deliverable owner can change them for a deliverable's activities.