Sheet dimensions and Line dimensions
Defining dimensions in Martus is a crucial configuration that affects the structure of budget worksheets, user restrictions, and reporting filters. When defining dimensions we need to understand two terms: Sheet dimensions and Line dimensions.
The primary difference between a line dimension and a sheet dimension in Martus is their application and granularity.
Sheet dimensions determine the layout of budget worksheets. A separate budget worksheet is created for each unique combination of sheet dimensions. Users will then use these worksheets to create a budget for that specific area.
For example, if Location and Department are both sheet dimensions, worksheets will be created for each combination like this:
- Location 1 | Department A
- Location 1 | Department B
- Location 1 | Department C
- Location 2 | Department A
- Location 2 | Department B
- Location 2 | Department C
Notes about Sheet Dimensions:
- Used in combination to define budget areas.
- Do not need to be set as required since Martus Admin users have discretion and control over the dimensions used to define worksheets.
- Within Martus you can have up to 5 sheet dimensions
Line dimensions are tags within a budget line in the general account's budget worksheet.
For example, if Project is a line dimension there could be multiple budget lines for the same GL account inside of that worksheet:
- GL Account 5500 Legal Fees | Project 1
- GL Account 5500 Legal Fees | Project 2
- GL Account 5500 Legal Fees | Project 3
Notes about Line Dimensions:
- Used on budget and SPW (Special Purpose Worksheet) lines to provide granular budgeting within a General Ledger (GL) account.
- Can be set as required, meaning a line dimension value is necessary on every budget line on worksheets and SPWs.
- Within Martus you can have up to 3 line dimensions
- Line dimensions can also be set to required
- Line dimensions can also be set to "non-budgetable" - which means you won't be able to budget to that dimension but that dimensions will be accessible as a filter to see activity on reports
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