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.
• The dimension name field is restricted to 100 characters or less, so longer names will need to be shortened.

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.
  
  

Some of my dimension items are not showing nums in Martus. How do I get them to show nums?

• Martus will show a blank Num if the value in your accounting system is greater than 25 characters long. If you would like to see the num in Martus, you will need to fix your accounting system so that the value is less than or equal to 25 characters long.
  
  

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.

What if I need to add more values to a pre-existing dimension?

• You should add new additions to pre-existing dimensions within your Accounting system and then initiate an on-demand sync to add it/them to Martus. You can also wait until the the nightly sync to capture any new values in your pre-existing dimensions.

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.

What if I need to add more values to a pre-existing dimension?

• You can add new values to a pre-existing dimension by navigating to Setup > Dimensions > select "View" in the Count column of the dimension you wish to add to > Add Item