Sheet Dimension vs Line Dimension

Sheet Dimensions and Line Dimensions

Defining dimensions in Martus is a crucial configuration step 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 can be created for each unique combination of sheet dimensions. Users will then use these worksheets to budget for those specific area of the budget.

For example, if Location and Department are both sheet dimensions, worksheets can be created for each combination.

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:

• Sheet dimensions are used in unique combinations to define budget worksheets. 
• They do not need to be set as required since Martus Admins 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, tagged with a Project. 

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

    Notes about Line Dimensions:

• Line dimensions are used within a budget worksheet and in SPWs (Special Purpose Worksheets) to provide more granular budgeting.
• Line dimensions can be set as "required", meaning a value is necessary on every budget line on worksheets and SPWs.
• Within Martus, you can have up to 3 line dimensions.
• Line dimensions can be set to "non-budgetable". This 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 and budget 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!