Dimension FAQ

Modified on Mon, Mar 17 at 11:11 AM

What are dimensions? 

  • Dimensions can be thought of as tags on GL activity that allow your GL activity to be filtered and summarized in many different ways.  
  • Defining dimensions in Martus is a crucial configuration that affects the structure of budget worksheets, user restrictions, and reporting filters.


How can I see my dimensions? 

  • You can see the dimensions that are configured in your Martus instance by going to Setup > Dimensions.


What is a line dimension vs a sheet dimension

  • Line dimensions are tags inside a budget worksheet on the budget line.
  • Sheet dimensions determine how budget worksheets are defined. A separate budget worksheet is created for each unique combination of sheet dimensions.
  • Examples of line vs sheet dimensions can be found here.


I need additional dimensions to be added to Martus. How can I get those added?

  • Please 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. 


My dimension setup in Martus needs to be updated. How can I do that?

  • Please 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.

What happens if I change a dimension name or number in Martus?

  • Do not modify Dimension values in Martus if you are using an API integration without contacting Martus support or your Martus partner. For file-based customers, changes may be made, but they will affect all previous years, and future transaction files must include the new information.

How do I inactivate a dimension value?

  • Navigate to Setup > Dimensions.
  • Click View [#] next to the appropriate dimension.
  • Click Edit on the dimension value you want to inactivate.
  • Select Inactive.
  • If you are an API based client, also select the option to Lock the dimension.
  • Click Save.

API Based Clients


If I rename my dimensions in my accounting software, will the rename sync to Martus? 

  • Yes, the name change will sync to Martus in our nightly sync. 

File-Based Clients


I renamed my dimension in my accounting software. What do I need to do now?

  •  Please 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.


What will happen if I do not advise Martus of the name change? 

  • When you attempt to upload your monthly transactions, your upload will error due to the mismatch.



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