System Roles

Administrator

Process Designer

System Parameters

Enable Quick Grids Protected Mode

Designing Matrix Grids

Note:  Users with the user roles listed to the right must also have the Template Access user role.

Add a matrix grid in the quick grid design that contains some or all the columns of an existing matrix. Matrix grids contain only two or three rows (depending on whether you choose to add a totals row). Deliverable and activity owners can add additional rows to the grid, as necessary.

The right-most column in a matrix grid is added automatically and contains a check box to allow deliverable and activity owners the option to delete a row. Do not modify the control in these cells. You can add a heading label and modify the shading of this column, as necessary.

To design a matrix grid:

  1. From the System menu, select Page Design > Quick Grids.
  1. Create a new quick grid or open an existing quick grid.
  2. Click the Drag to Design tab in the left panel of the Quick Grid Design dialog box.
  3. Drag and drop [Matrix] Add Matrix Icon in the canvas.
  4. Complete all required fields in the pop up dialog to set the initial matrix grid design:
  • Name - Enter the text that displays in the title bar when the quick grid displays in a deliverable or activity. The name should provide enough information so deliverable and activity owners can identify the grid.
  • Category - Select the data category that populates the matrix grid.
  • Matrix - Select the matrix this grid contains.
  1. Click OK to set the initial matrix grid design.
  2. (Optional) Drag and drop additional quick grids from the Drag to Design tab onto the center canvas. Drag existing grids around the canvas to sort.
  3. Click Save in the lower right corner of the page to save changes, Save and Close to save the configuration and close the editor, or Cancel to close the editor without saving changes.
  4. Continue with any of the following to complete your grid design.

Notes:   

  • To delete a quick grid, click Grey Delete Icon in the Delete column. The grid is removed from any process model and any deliverable or activity that uses the grid within a project.
  • The Enable Quick Grids Protected Mode parameter turns on and off grid protection. To modify a protected grid, an Administrator must set the parameter to 0.
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