Dimension FAQ

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.