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Dimensions

Dimensions are configurable and can be assigned a name and have rules defined as to how they are linked together (see Company). Each dimension that is in use has its own maintenance link within the Administration application.

dimensions

In this example we have configured the 3 Dimensions as follows:

Dimension Name Linked To Other Available Linking Options
Dimension 1 Customer Dimension 2 Dimension 3, No Links
Dimension 2 Project Dimension 3 No Links
Dimension 3 Phase N/A N/A

In addition, Dimension 1 (Customer) has been linked to user account. This enables you to specify which Dimension 1 codes are available for selection by each user account.

Reports can be filtered and grouped by all of the available dimensions.

dimensions_edit

Code

A code that uniquely identifies the dimension. This may need to match up with coded information from your back-office systems (e.g. account codes, stock codes).

Name

A longer descriptive name for the dimension, e.g a customer or project name.

Rules can be enabled to link dimensions, so that the values available for selection are filtered depending on previous selections made (see [Company).

If links are enabled, then the linked dimensions can be specified via options available in the Item Menu within the lists of dimensions.

It is possible to specify links in both top down and bottom up directions. For example, you can specify which [Dimension 2] codes are linked to a specific [Dimension 1] code (top down), and which [Dimension 1] codes are linked to a specific [Dimension 2] code (bottom up).

Item Menus

Dimension 1

Linked Users

If Dimension 1 <-> User Links are active in Company, selecting this option will enable you to specify which users are able to select this [Dimension 1] code:

dimensions_linked_users

If Dimension 1 <-> Dimension 2 Links are active in Company, selecting this option will enable you to specify which [Dimension 2] codes are linked to this [Dimension 1] code:

dimensions_1_2

If Dimension 1 <-> Dimension 3 Links are active in Company, selecting this option will enable you to specify which [Dimension 3] codes are linked to this [Dimension 1] code.

dimensions_1_3

Dimension 2

If Dimension 2 <-> Dimension 3 Links are active, selecting this option will enable you to specify which [Dimension 3] codes are linked to this [Dimension 2] code.

dimensions_1_3

Linked [Dimension 1]

If Dimension 1 <-> Dimension 2 Links are active, selecting this option will enable you to specify which [Dimension 1] codes are linked to this [Dimension 2] code.

Dimension 3

Linked [Dimension 1]

If Dimension 1 <-> Dimension 3 Links are active, selecting this option will enable you to specify which [Dimension 1] codes are linked to this [Dimension 3] code.

Linked [Dimension 2]

If Dimension 2 <-> Dimension 3 Links are active, selecting this option will enable you to specify which [Dimension 2] codes are linked to this [Dimension 3] code.

Action Menu

Upload

Dimension records can be uploaded into Duet from a CSV file:

dimensions_import

See Uploading CSV Files for further information.

Download

Dimension records can be downloaded from Duet to a CSV file.

See Downloading CSV Files for further information.