Dimensions > Dimension Setup

Owned by Kye Hush
Last updated: Jun 23, 2024
7 min read

Dimensions can be used throughout WorkBook to group, filter, and tag data for reporting purposes and can be accessed via the settings module.

In the dimension setup sub-menu, you have the ability to include, delete, and modify dimensions, as well as specify the specific areas within WorkBook where each dimension should be applied.

To use dimensions setup, 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.

ON THIS PAGE YOU WILL FIND:

ON THIS PAGE YOU WILL FIND:

ACCESS DIMENSIONS SETUP

To access the dimensions setup:

  • Go to the settings module > dimensions sub-menu > dimension setup

image-20240317-234904.png

TYPES OF DIMENSIONS

There are two types of dimensions in WorkBook:

  1. Fixed - these are the default dimensions that come standard with WorkBook

  2. User-Defined - the ability to create your own dimensions based on your company’s reporting requirements

ADD NEW DIMENSIONS

To add new user-defined dimensions:

  • Go to the settings module > dimensions sub-menu

  • In the dimension setup menu > click the add button image-20240318-000336.png

image-20240318-001102.png

Note: WorkBook only allows you to add up to 10 user-defined dimensions.

 

  • In the add dimension pop-up window add:

    • Title - name of the dimension

    • Source type - you will have two choices table or value list

Note: source type is a legacy function in WorkBook, so it does not matter which type you select.

  • Click ok

REMOVE DIMENSIONS

To remove a dimension:

  • Go to the settings module > dimensions sub-menu

  • In the dimension setup menu > click the remove button image-20240318-000753.png

UPDATE DIMENSIONS

If you have made changes to your default job dimensions and you need to update these:

  • Go to the settings module > dimensions sub-menu

  • In the dimension setup menu > click update default job dimensions button image-20240318-002413.png

ENABLE DIMENSIONS

To enable dimensions:

  • Go to the settings module > dimensions sub-menu

  • In the dimension setup menu > highlight the dimension that you want to enable

  • Select the following check boxes, as applicable:

ITEM

FUNCTIONALITY

ITEM

FUNCTIONALITY

Enabled

This enables the dimension.

Enabled on Job

Enables the dimension on jobs, allowing you to set the dimension on a job by job basis. Job dimensions can be added at job creation and updated via the job properties sidebar.

Required on Job

Makes the dimension required on jobs. You will not be able to proceed with job opening if you have not completed the ‘required’ dimension fields.

Enabled on Job Price & Invoice Lines

Enables the dimension on job price and invoice lines.

Enabled on General Ledger

When enabled, this shows in the COA sidebar > dimension settings:

And also in Journal Entries:

Creditor Invoice Operating Entry

Enables the dimension on Creditor Invoice Operating entries.

Creditor Invoice Project Entry

Enables the dimension on Creditor Invoice Project entries.

Enabled on Pipeline

Enables the dimension on pipelines. Pipeline dimensions can be added at pipeline creation or updated in the pipeline sidebar:

Required on Pipelines

Makes the dimension required on pipelines. You will not be able to proceed with pipeline creation without selecting the required dimensions.

Enable as Company Default

Enables the dimension as a company default, allowing you to set the dimension at a company level.

Enable as Client Default:

Enables the dimension as a client default, allowing you to set the dimension at a client level.

Contact Default Enable

Once enabled, allows you to default the dimension against a client contact.

Enable on Employee Reporting

Enables the dimension on employee reporting.

Enabled as Subscription Default:

When enabled, can be part of the subscription billing setup.

Show on User Task List

Shows the dimension on an employee’s task list in the task module.

Show in Scheduling

When enabled, allows you to filter by the dimension in the scheduling views.

Consolidated Invoice

Enables the dimension in consolidated invoices lines.

VIEW DIMENSION DETAILS

To view dimension details:

  • Go to the settings module > dimensions sub-menu

  • In the dimension setup menu > highlight the dimension that you want to view the details of

  • Click the toggle details icon image-20240403-033100.png

ADD DIMENSION DETAILS

To add dimension details:

  • Go to the settings module > dimensions sub-menu

  • In the dimension setup menu > highlight the dimension that you want to view the details of

  • Click the toggle details icon image-20240403-033100.png > in the sub grid, click add dimension detail button image-20240403-035821.png

  • In the detail name dialog box, enter a name > click ok

 

ENABLE OR DISABLE DIMENSION DETAILS FOR A COMPANY

To enable or disable dimension details for a company:

  • Go to the settings module > dimensions sub-menu

  • In the dimension setup menu > highlight the dimension that you want to enable/disable

  • Click the toggle details icon image-20240403-033100.png >in the sub grid, highlight the detail that you want to enable or disable

  • Select/unselect the check box of the company, as applicable

 

ENABLE ACTIVE STATUS OF DIMENSION DETAILS

To enable the active status of dimension details:

  • Go to the settings module > dimensions sub-menu

  • In the dimension setup menu > highlight the dimension that you want to enable the active status of

  • Click the toggle details icon image-20240403-033100.png >in the sub grid, highlight the dimension detail that you want to enable the active status of

  • Select the active check box

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