When you plan and create your budget in the Sage Intacct Budgeting and Planning application, dimensions help you to classify your data in your financial reports so that you can focus on specific areas of your budget to make better budgeting decisions, and share detailed data with your colleagues. 

What are dimensions?

A dimension is simply a classification system that you use to organize, sort, and report on your budget information in meaningful ways. You can think of a dimension as a kind of identification type with a set of values, which you can associate to your budget. Every budget line you enter has the option to be tagged with one or more dimension values to identify it.

For example, your company may have several locations. In this case, you may want to see your expenses grouped by the different company locations.

How can I use dimensions in my budget? 

Dimensions in your budget appear in the Dimensions section of each budget line in the Inputs > Main tab.

Select a budget line from your budget tree and scroll down to display the Dimensions section. You can choose dimension values from the dropdown list of the dimension field. If the dimension has a hierarchy of dimension values, you can choose dimension values from the dropdown list with both the parent and child values. Alternatively, you can type a dimension value directly into the dimension field. This value is then automatically added to the dimension hierarchy in your budget.

The dimensions you add or define in your budget lines are inherited according to your budget structure. See Inheritance in Sage Intacct Budgeting and Planning for more explanation.

Keep in mind, however, that the dimension values you assign to the dimensions in your budget line or budget group are totally independent of the names appearing in your budget tree. For instance, let’s say that you add a new group named Education to your Revenues, the Department dimension remains empty until you define a dimension value. You can then assign the dimension value Education in the Department dimension.

You can also choose to assign a dimension value that is totally different than the budget line name. For example, you can assign the dimension value Sales & Marketing to the Department dimension, even though the budget line is Education

Dimensions in reporting

From the Sheets view, you can access all of your financial and non-financial reports. To view specific areas of your budget, sort and filter your reports according to dimensions.

Filters allow you to:

  • Filter the sheet to show data for only a single dimension value. For example, you can view the Profit & Loss sheet for only the location California.

  • Arrange the sheet according to the dimension hierarchy. For example, you can view your Cash report by location (this option is available in the Cash, Bookings, and Headcount sheets).

To view, sort, and filter your budget data according to dimensions, click on the Sheets tab and choose from the Cash, Bookings, Headcount, or Profit & Loss sheets. Select the display options from the values in the drop-down filters. By default, the dimension filters are set to All.

💡 Keep in mind that when you sort sheets by dimension, your budget lines are categorized and displayed by the dimension values (in bold) and according to the dimension hierarchy you defined in your budget settings. For example, if you view your Cash report by the Location dimension, the sheet view may be similar to the following:

In the Profit & Loss sheet, you can filter your data using the options in the filter bar and to sort each group level in the budget tree by dimension or by budget line. For example, you can set your revenues to appear By Budget Line and your other income and expenses to appear By Location. Your revenues are sorted according to the structure of your budget hierarchy. Your other income and expenses are displayed and sorted by their Location dimension values assigned in the budget lines.

📝 Only dimension values used in budget lines (parent or child) with budget amounts are available for display in the sheets.

Dimensions in your dashboard 

You can filter widget data in the dashboard by dimensions, like in the Sheets view. In some of the widgets, you can also add dimension filters within the widget.

Dimension settings

You can add and manage dimensions from your budget settings, accessible from the Inputs or Actuals tabs. Click on the Dimensions tab from the Settings ⚙ icon to:

  • Add new dimensions and dimension values to your budget

  • Set up dimension hierarchies and allocations

  • Edit your dimension settings

Add new dimensions and dimension values to your budget

Dimensions can be either imported from Sage Intacct or you can add dimensions and dimension values manually. When you import dimensions from Intacct, the dimensions and dimension values are automatically populated in your budget.

📝 If you create your budget using the integration with Intacct, you can select which dimensions to import from Intacct.

To manually add a dimension:

1. From the Dimensions tab of the budget settings window, click + Add dimension

2. Add a name to the new dimension and click the ✔ to save. 

3. Click the + icon next to the dimension name to add a new dimension value. For example:

4. Alternatively, you can add new dimension values to a dimension by manually typing the value directly in the dimension field from the Inputs > Main tab. For example, if you type in the new dimension value Asia in the Location dimension and the value doesn’t currently exist in your budget, it is added as shown.

The new dimension value is automatically added to the Dimensions tab in the budget Settings.

Set up dimension hierarchies and allocations

Dimensions can be set up in a hierarchy to reflect how they are organized within your company. From the Settings option of each dimension, you can set permissions to set up hierarchies and allow for allocations. 

1. Click on the menu icon and select Settings.

2. The Dimension settings window is displayed. Select or deselect the options to allow for hierarchies and/or allocations.

3. When you allow hierarchies, you can add multiple levels of dimension values to your structure. Allowing allocations determines whether you can add multiple dimension values into a single budget line.

Click on the + icon next to the dimension value to add a child value.

Your Location dimension hierarchy might appear similar to this:

4. Click Save when you’re done.

Edit your dimension settings

Your dimension settings can be edited at any time during your budget cycle: add or delete dimensions and values, drag and drop values to adjust the dimension hierarchy, or click on a value to add or change a value name.

For more information on Dimensions in Sage Intacct Budgeting and Planning, see:

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