SECTIONSSyncing Projects to Dimension Records
If the Sync Projects to Dimension Records flow is enabled, PSA – Accounting Connector automatically creates and updates dimension records when you create or update a project. Depending on how your org is set up, a project might be synced to a dimension 1-4 record. By default, projects are synced to dimension 4 records.
For more information about these objects, see the following:
How Can I Create Dimensions from Projects?
If the Sync Projects to Dimension Records flow is enabled, dimension records are automatically created when you create a project. This means that, unlike most PSA – Accounting Connector flows, there isn't a record page button, a list view button, or a scheduled process. The flow runs in real time.
In addition, if you change the value of any of the mapped fields, the matching dimension record is automatically updated. For more information about the mappings, see What Information is Passed from a Project to a Dimension?.
Can I Map Existing Dimension and Project Records?
If you manually created a matching dimension for each project in your org, you can manually correlate them. You can do this by populating the dimension lookup field on each project record.
What Information is Passed from a Project to a Dimension?
The following table lists how fields on the Project object map to the relevant fields on the Dimension 4 object.
|
Project Field |
Dimension 4 Field |
|---|---|
| Project Name | Dimension 4 Name |
| Project ID | Reporting Code |
| Currency ISO Code | Currency ISO Code |
| Dimension 4 | Record ID |
| Record ID | Project |