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Planview Customer Success Center

About matrices

The matrix lists systems and shows their relationships to capabilities and provides ranking information based on the color coding of the relationship types. You can see at a glance which capabilities have the least favorable relationships with systems.

To configure the matrix you specify which systems and capabilities are to be included based on reports. You then specify labels for the colors and assign the colors to the relationship types according to how you want to rank them. The matrix color codes each capability in the header row with the same color as the relationship type that is the least favorable among the servers that are related to the capability.

Color

Meaning for systems

Meaning for capabilities

red

least favorable

At least one red relationship type or no relationship types at all

yellow

acceptable

No red relationship types and at least one yellow relationship type

green

most favorable

No red or yellow relationship types and at least one green relationship type

To create a matrix:

  1. Create the reports that you will use as filters for the entity types in the rows and columns.
  2. Click Add > Insight > Matrix.
  3. Enter the name and description, and then click Create. The matrix view appears.
  4. To configure the matrix, click +Details at the top right of the view.
  5. Click Configure. The Configure Matrix dialog appears.
  6. In the Rows section:
    1. Select the entity type.
    2. Select the report that you want to filter the entities by.
  7. In the Columns section:
    1. Select the entity type.
    2. Select the report that you want to filter the entities by.
  8. In the Color Labels section, type the text that you want to appear on the colors.
  9. In the Colors to apply to Relationship Qualifiers section, select the colors to represent the relationship types.

To edit a matrix:

  1. Access the matrix.
  2. At the top right corner of the view, click Details.
  3. Click Configure. The Configure Matrix dialog appears.
  4. Make the required changes.
  5. Click Accept changes.