Line Dim vs Sheet Dim

Modified on Thu, 06 Jun 2024 at 09:38 AM

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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