The dimensions menu can be accessed via the settings module. Dimensions can be used throughout WorkBook to group, filter, and tag data for reporting purposes and can be accessed via the settings module.
There are two types of dimensions in WorkBook:
Fixed - these are the default dimensions that come standard with WorkBook
User-Defined - the ability to create your own dimensions based on your company’s reporting requirements
The menu contains multiple sub-menus:
Client Segments
Consulting Center
Dimension Detail Role Setup
Dimension Role Setup
Divisions
Platforms
Practice Area
Profit CenterCentre/Department
Quality Level
Regions
Technology
...
To use dimensions, you need to have access to settings that is set up under employee cross-company access, and be an advanced user with the appropriate access rights.
Please contact your WorkBook administrator if you can’t see this menu. System Administrators have access to this menu by default.
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