Sheet Dimension vs Line Dimension

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. Martus supports up to eight dimensions (five sheet dimensions and three line dimensions).

Sheet Dimensions

Sheet dimensions determine how budget worksheets are defined. 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 of the budget.. 

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 worksheets. 
• 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

Line dimensions are tags inside a budget worksheet on the budget line. 

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 4120 Gifts | Project 1 GL Account 4120 Gifts | Project 2

    Notes about Line Dimensions:

• Used inside a budget worksheet and SPW (Special Purpose Worksheet) lines to provide additional granular budgeting
• 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 "non-budgetable" - which means you won't be able to budget to that dimension  but that dimension will be accessible as a filter to see activity on financial reports

Changes to Your Dimension Settings and Dimension Structure

If you want to discuss making a change to your dimension configuration or dimension settings, create a ticket through the Knowledge Base if you are a direct Martus customer, or contact your Martus reseller if you are supported through one of our Martus partners.  Note that some kinds of changes will require a reimplementation of Martus.

Please see our Dimension FAQ document for more information!