Matrix Support

Projects List Overview

A Project, in Matrix, is a tool that you can use to track revenue that you receive from deals. Only individuals with a role of Manager are able to create Projects in Matrix.

Although you are unable to create a project, you can use the Projects List to see existing and past projects. To track revenue from a deal with a project, you must associate a project with a deal. A Project Report is available to you, so that you can easily see how much revenue you are contributing to the project.



Did you find it helpful? Yes No