Matrix overview
Matrix shows your organisation as a role-and-team grid.
Teams appear in columns grouped by team type. Contributors appear in role-oriented rows. This is ideal for coverage, load balancing, and operating model review.
Where to open matrix
- Live View:
/matrix - Scenario context: scenario-prefixed matrix route
- Snapshot context: snapshot-prefixed matrix route (read-only)
What matrix emphasizes
- team type structure
- role distribution across teams
- cross-team allocation visibility
- actor FTE and position FTE context in tooltips and exports
- vacant position visibility (optional)
- unassigned bucket for placement gaps
Filters and controls
Matrix includes filters for:
- departments
- team types
- teams
- actor kinds (people, agents, robots)
- vacant positions toggle
Plus:
- show costs toggle
- zoom controls
- export menu (PNG, SVG, CSV)
- view/edit mode toggle when the current context allows planning edits
In edit mode, pending tray changes preview on the canvas before Apply so the visible Matrix reflects the proposed structure you are building. Team HC, FTE, and cost totals update with that preview.
Use filter combinations to isolate planning questions quickly (for example, one department and one team type).
Why matrix is valuable
Matrix reveals patterns that hierarchy views can hide:
- role concentration risk
- uneven allocation by team type
- missing role coverage in critical teams
- overreliance on one actor kind in key lanes
Scenario usage
Matrix is especially useful in scenario context:
- model and compare staffing topology
- validate whether proposed re-org improves role balance
- export before/after views for review meetings
Archived scenarios and snapshots are view-only. Editing controls are hidden there so historical Matrix views remain unchanged.