Enabling the responsibility matrix

You can create more than one cross-dimensional responsibility matrix, but only one can be active. Use this procedure to enable and create a responsibility matrix:

  1. Select Finance Enterprise Group and open a record.
  2. Select Actions > Turn On Responsibility Matrix.

    The Responsibility Matrix tab is available on the finance enterprise group record..

  3. To create a responsibility matrix, select the Responsibility Matrix tab and click Create.
  4. Select the eligible dimensions and add the dimension values.
  5. To create approval levels, click Create on the Responsibility Matrix Approval pane.
    1. Select an approver and a threshold amount.
    2. Specify escalation conditions.
    3. Create an approval level by selecting Approver or Approval Team.
  6. Click Save.