Creating and Updating Dimensions

As a first step for setting up the Planning application, you must create dimensions.

To create dimensions:

1. From the Planning Setup tab, click Setup. The Setup page appears.
2. In Dimensions, click Create Dimensions.
3. Navigate to the Dimensions option from the left menu and click New.
4. Enter the name and the page header for the dimension. The page header must be a plural of the dimension name.
5. Select the currency for the dimension and click Save.
6. Fill in the necessary information for the dimension and select the required checkboxes:
   1. Visible - the dimension is visible under Data Links section on the Links page.
   2. Undeletable - the tag records cannot be removed or deleted.
   3. Dimension As Set - the tag in the dimension is marked as a set.
   4. For Admins - only an administrator can access the tag.
   5. Activate Sharing - the sharing is activated for the tag.
   6. Context Filter - to view the Context Filter bar in the new dimensions.
7. Click Save.
8. Click Preview.
9. Click Save and redirect to apply the changes and go back to the dimension. After you have saved the dimension, you must create tags. For more information, see Creating Tags.

Note: If the dimensions stored in the User Context for filtering are not linked to the Budget App dimension, then the budgets are not filtered correctly in the Budgets list. For more information, see Configuring Context Settings.

To update dimensions, select the dimensions and change the fields you want to update. When you have finished, click Save.