General Ledger Data Cube Dimensions

Dimensions for things like accounts, employees, and projects are available for General Ledger data cubes.

Account Groups Group
	For important information about these dimensions, see the Knowledge Center KB article #68273 at the Deltek Customer Care Connect site. Valid Measure and Dimension Combinations The following are valid measure groups that you can use with the Account Groups dimensions on a report: General Ledger General Ledger Budgeting Dimension: Report Type - Group Type - Summary - Detail — This is a collapsed hierarchy that splits the data into one of the two basic financial statements — Balance Sheet or Income Statement. This groups related accounts together under common account group types, summary name, and/or detailed name headings. This allows a temporary reorder of the chart of accounts for financial reporting purposes. Click the drop-down arrow beside the Report Type - Group Type - Summary - Detail dimension in the Excel PivotTable Field List. On the dialog box, select the Balance Sheet or Income Statement check box.
	More Fields Folder Dimensions: Account Group Table — This displays the account group tables entered in Info Center > Accounts > Account Group Tables. Account Group Type — This displays the group type that is entered on the Detail Account Group tab or Summary Account Group tab in Info Center > Accounts > Account Group Names for an account group. Group type defines the financial statement and category to which the account group belongs. Account Group Type allows you to shift amounts from one account type to another for financial reporting purposes. Detail Account Group — This is an extra level, typically found between Account Group Type and Account Number - Name, created within a specific account group table to provide additional flexibility in customizing reports. Report Type — This displays the financial statement (Balance Sheet or Income Statement) for which a transaction is posted. Summary Account Group — This is an extra level, typically found between Account Group Type and Detail Account Group Names, that is created within a specific account group table to provide additional flexibility in customizing reports. The Exclude from Report Total, Show Account Detail, and Group Total settings specified for an account group table on the Detail Account Group tab and Summary Account Group tab in Vision's Info Center > Accounts > Account Group Tables have no effect on reports created with Analysis Cubes.
Accounts Group
	Valid Measure and Dimension Combinations The following are valid measure groups that you can use with the Accounts dimensions on a report: Consolidated GL Budgeting Consolidated GL Reporting General Ledger General Ledger Budgeting
	Dimension Report Type - Account Type - Account Number — This is a predefined, collapsed hierarchy that splits the data into one of the two basic financial statements (Balance Sheet or Income Statement). It groups related accounts together under common account types to allow a temporary reorder of the chart of accounts for financial reporting purposes.
	More Fields Folder Dimensions: Account Currency Code — This field is available if you use the Multicurrency feature. This is the currency code entered for a general ledger account on the General tab in Info Center > Accounts > Chart of Accounts. Account Number – Name — This is the combined number and name of the General Ledger account for which a transaction is posted. This is sorted by Number. Account Status — This is the General Ledger account's current status, as entered on the General tab in Info Center > Accounts > Chart of Accounts. Possible values include: Active, Dormant, and Inactive. Account Type — This is the General Ledger account's type, as entered on the General tab in Info Center > Accounts > Chart of Accounts. It defines the financial statement to which the account belongs and the charge type projects that can post to it. Report Type — This displays the financial statement (Balance Sheet or Income Statement) for which a transaction is posted.
Consolidated GL Budgeting Group
	These dimensions are available only if you use the Multicompany feature. For consolidated GL budget reports, you must: Create consolidated GL budgets in Vision Accounting > Budgeting > Consolidated G/L. Complete consolidated reporting configuration in Vision Configuration > Organization > Consolidated Reporting. Run the consolidation process in Vision Accounting > Consolidations. Valid Measure and Dimension Combinations The only valid measure that you can use with Consolidated GL Budgeting dimensions on a report is the Consolidated GL Budget Amount measure from the Consolidated GL Budgeting measure group.
	Dimensions: The values for the following dimensions are entered on the Budget tab in Vision Accounting Budgeting Consolidated G/L. Consolidated GL Budget Currency — This is available only if you use the Multicurrency feature. This is the reporting currency entered in the Currency field for the consolidated budget. Consolidated GL Budget Group — This is the name of the group that is comprised of affiliated companies for which the budget is created. This is entered in the Group field. Consolidated GL Budget Name — This is the name for a budget that is entered in the Budget Name field. Consolidated GL Budget Year — This is the year for which the budget applies. This is entered in the Budget Year field. Consolidated GL Budget Org 1 — This is the level 1 organization that is affiliated with the budget group. This is entered in the Organization Level 1 (Company) field.
Consolidated GL Reporting Group
	These dimensions are available only if you use the Multicompany feature. For consolidated general ledger reports, you must: Complete consolidated reporting configuration in Vision Configuration > Organization > Consolidated Reporting. Run the consolidation process in Vision Accounting > Consolidations. For more information about Vision General Ledger consolidated reporting, see Consolidated General Ledger Reports Overview. Valid Measure and Dimension Combinations The only valid measure group that you can use with the Consolidated GL Reporting dimensions on a report is Consolidated GL Reporting.
	Dimensions: The values for the Consolidated GL Reporting Group dimensions are entered on the General tab in Vision Configuration > Organization > Consolidated Reporting. Consolidated GL Reporting Currency — This is available only if you use the Multicurrency feature. This is the reporting currency entered in the Currency field for the consolidation group. Consolidated GL Reporting Group — This is a combination of the group name entered in the Name field and the group identifier entered in the Group field for the consolidation group.
Employees Group
	Folders Address More fields Valid Measure and Dimension Combinations The General Ledger measures can be used in combination with dimensions from the Employees group.
	Dimensions: The values for the following dimensions are entered on the General tab and Personal tab in the Vision Employee Info Center: Employees by Geography — This is a predefined hierarchy that groups employees by their Employee Country, Employee State, and Employee City, found on the Employee Info Center Personal tab. Employees Organization — If you use the Organization Reporting feature, this dimension allows you to group employees by their organization. This is the full organization that is comprised of a combination of all the levels that make up an organization. An employee's organization is entered on the General tab in the Employee Info Center. Employees Org1 — If you use the Organization Reporting feature, this dimension allows you to group employees by the first level of your organization structure. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this dimension lists employees by their region. In a multicompany environment, this level represents the company level. Employees by Org2 — If you use the Organization Reporting feature and have a level 2 in your organization structure, this dimension allows you to group employees by the second level of your organization structure. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this dimension lists employees by their division. Employee Hire Date Calendar — Use this dimension to group employees by their hire date year, quarter, and month. Hire Date is on the Employee Info Center General tab. When you add this dimension and the Employees Count measure to a report, yearly, quarterly, and monthly counts display on the report. Use other Employee dimensions as the primary sort for the count. Employee Raise Date Calendar — Use this dimension to group employees by their raise date year, quarter, and month. Raise Date is on the Employee Info Center Personal tab. When you add this dimension and the Employees Count measure to a report, yearly, quarterly, and monthly counts display on the report. Use other Employee dimensions as the primary sort for the count. Employee Termination Date Calendar — Use this dimension to group employees by their termination date year, quarter, and month. Termination Date is on the Employee Info Center Personal tab. When you add this dimension and the Employees Count measure to a report, yearly, quarterly, and monthly counts display on the report. Use other Employee dimensions as the primary sort for the count.
	Address Folder Dimensions: The values for the following dimensions are entered on the Personal tab in the Employee Info Center. Employee Home City — This is the city entered for the employee. Employee Home Country — This is the country entered for the employee. Employee Home State-Province — This is the state or province entered for the employee. Employee Home ZIP-PostCode — This is the ZIP code or post code entered for the employee.
	More Fields Folder Dimensions: Employee Hire Date — This is an employee's hire date that is entered on the General tab in the Employee Info Center. Employee Labor Category — This is the labor category entered for an employee on the Accounting tab in the Employee Info Center. Employee — The employee's number and name. This is sorted by name. In Vision 7.0, Employee Number - Name replaced Employee from earlier versions. Employee Name — <Employee First, Middle, and Last names> This is an employee's first, middle, and last names, as entered on the General tab in the Employee Info Center. This grouping is sorted by employee first name. Employee Number - Name — <Employee ID> - <Employee First, Middle, and Last names> This is an employee’s ID number and name from the Employee Info Center General tab. This grouping is sorted by employee ID. In Vision 7.0, Employee Number - Name replaced Employee from earlier versions. Employee Org1 — If you use the Organization Reporting feature, this dimension allows you to group employees by the first level of your organization structure. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this dimension lists employees by their region. In a multicompany environment, this level represents the company level. Employee Org2 — If you use the Organization Reporting feature and have a level 2 in your organization structure, this dimension allows you to group employees by the second level of your organization structure. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this dimension lists employees by their division. Employee Org3 — If you use the Organization Reporting feature and have a level 3 for your organization structure, this dimension allows you to group employees by the third level of your organization structure. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this dimension lists employees by their branch. Employee Org4 — If you use the Organization Reporting feature and have a level 4 for your organization structure, this dimension allows you to group employees by the fourth level of your organization structure. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this dimension lists employees by their department. Employee Org5 — If you use the Organization Reporting feature and have a level 5 for your organization structure, this dimension allows you to group employees by the fifth level of your organization structure. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this dimension lists employees by their principal. Employee Raise Date — This is an employee's raise date that is entered on the Personal tab in the Employee Info Center. Employee Status — This is the status entered for an employee on the General tab in the Employee Info Center. The options are: Active, Inactive, and Terminated. Employee Supervisor — This is the name of an employee's supervisor, as entered on the General tab in the Employee Info Center. Employee Termination Date — This is an employee's termination date that is entered on the Personal tab in the Employee Info Center. Employee Title — This is the title entered for an employee on the General tab in the Employee Info Center. Employee Type — This is the type entered for an employee on the Accounting tab in the Employee Info Center.
Fiscal Periods Group
	Valid Measure and Dimension Combinations The following are valid measure groups that you can use with the Fiscal Periods dimensions on a report: General Ledger General Ledger Budgeting Consolidated GL Reporting Consolidated GL Budgeting
	Dimension: Fiscal Year - Quarter - Period — This is a predefined, collapsed hierarchy that groups applicable measures by the described time frames. More Fields Folder Dimensions: Fiscal Month — This is the translation of the fiscal period portion into the actual month of the year in which the transaction was posted (such as January, February, March, and so on). Fiscal Period — This is the accounting period in which a transaction is posted (such as 01/2012, 02/2012, 03/2012 and so on). Most firms have 12 fiscal periods in a fiscal year. Fiscal Quarter — This is the separation of the fiscal year into 4 equal segments. For firms with 13 fiscal periods, this dimension may not be applicable because the 13th fiscal period appears in an Unknown category on reports. Fiscal Year — This is the year portion of the accounting period in which the transaction is posted. Most firms are on a calendar fiscal year.
General Ledger Budgeting Group
	Valid Measure and Dimension Combinations The GL Budgeting measure group is the only measure group that you can use with General Ledger Budgeting dimensions on a report.
	Dimensions: All the General Ledger Budgeting dimension values that are available through Analysis Cubes are on the Budget tab of the General Ledger Budgeting form in Vision Accounting > Budgeting > General Ledger. See the Budget tab of General Ledger Budgeting topic for more information. GL Budget Name — This is the name of a budget. GL Budget Organization — This is the organization that is associated with the budget. GL Budget Year — This is the year for which the budget applies.
Organizations Group
	Valid Measure and Dimension Combinations The following are valid measure groups that you can use with the Organizations dimensions on a report: General Ledger General Ledger Budgeting Consolidated GL Reporting
	Dimensions: Organization — If you use the Organization Reporting feature, this dimension allows you to group posted transactions by their organization. This is the full organization that is comprised of a combination of all the levels that make up an organization. Organizations are discrete business units within your firm that you set up in Configuration > Organization. Organization Level 1 — If you use the Organization Reporting feature, this dimension allows you to group posted transactions by the first level of your organization structure. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this dimension groups posted transactions by region. In a multicompany environment, this level represents the company level. Organization Level 2 — If you use the Organization Reporting feature, this dimension allows you to group posted transactions by the second level of your organization structure. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this dimension groups posted transactions by division. Organization Level 3 — If you use the Organization Reporting feature, this dimension allows you to group posted transactions by the third level of your organization structure. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this dimension groups posted transactions by branch. Organization Level 4 — If you use the Organization Reporting feature, this dimension allows you to group posted transactions by the fourth level of your organization structure. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this dimension groups posted transactions by department. Organization Level 5 — If you use the Organization Reporting feature, this dimension allows you to group posted transactions by the fifth level of your organization structure. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this dimension groups posted transactions by principal.
Presentation Currency Group
	These dimensions are included in the General Ledger data cube only if you use the Microsoft SQL Server ™ Enterprise Edition. This applies if you use the Multicurrency feature. Valid Measure and Dimension Combinations For a list of valid measures that you can use with the Presentation Currency dimension on a report, see Measures that Can Be Displayed in Presentation Currency.
	Dimension: Currency — If you use the Vision Multicurrency feature, use this dimension to display measures in one or more different currencies. You choose from a list of all currencies that you have enabled for your Vision database. In a report, include the Currency dimension in addition to the measure for which you want to display presentation currency. Before you use this dimension, currency exchange rate information must be specified on the Currency Exchange tab in Vision Analysis Cubes Configuration. For more information on presentation currency, see Currency Exchange for Analysis Cubes Overview. In a report, include the Currency dimension in addition to the measure for which you want to display presentation currency. Before you use this dimension, currency exchange rate information must be specified on the Currency Exchange tab in Vision Analysis Cubes Configuration. For more information on presentation currency, see Currency Exchange for Analysis Cubes Overview.
Projects Group
	Folders Location Address Multicurrency Phase Project Project Billing Client Project Primary Client Task Valid Measure and Dimension Combinations Use the measures from the General Ledger group in combination with dimensions from the Projects dimension group.
	Dimensions: Phases by Organization — This is a collapsed hierarchy that groups phases by phase organization. You can also expand to the task level, if you use tasks. Project Actual Completion Date Calendar — This groups projects by their actual completion date, which is entered on the Dates & Costs tab in the Project Info Center. Separate yearly, quarterly, and monthly actual completion date groupings are included. Project by Principal and Project Manager — This is a predefined, collapsed hierarchy that groups projects by project principal and project manager. Project by Project Manager — Use this to group projects by a project's project manager. This is the employee that is entered as the project manager for the project in the Project Manager field on the General tab of the Project Info Center. Project Estimated Completion Date Calendar — This groups projects by their estimated completion date, which is entered on the Dates & Costs tab in the Project Info Center. Separate yearly, quarterly, and monthly completion date groupings are included. Project Manager by Project Number — This is a predefined, collapsed hierarchy that groups projects by project manager and project number. Project Manager from Organization — This is a predefined, collapsed hierarchy that groups project manager by organization. Project Organization by Project Principal and Project Manager — This is a predefined, collapsed hierarchy that groups projects by project organization level 1, project organization level 2, project principal, and project manager. Project Organization by Project Type and Project Manager — This is a predefined, collapsed hierarchy that groups projects by project organization level 1, project organization level 2, project type, and project manager. Project Start Date Calendar — This groups projects by their start date, which is entered on the Dates & Costs tab in the Project Info Center. Separate yearly, quarterly, and monthly start date groupings are included. Project Type by Project Organization and Project Manager — This is a predefined, collapsed hierarchy that groups project by project type, project organization level 1, project organization level 2, and project manager. Project Tree by Number — This is a predefined, collapsed hierarchy that groups projects by phase and task levels, if available. Projects by Geography — This is a predefined, collapsed hierarchy that groups projects by project country, project state, project city, and project ZIP-province. You can also expand to the phase and task levels, if available. Projects by Organization — This is a predefined, collapsed hierarchy that groups projects by project organization. You can also expand to the phase and task levels, if available. Projects by Primary Client - Contact — This is a predefined, collapsed hierarchy that groups projects by project primary client and project primary contact. You can also expand to the phase and task levels, if available. Tasks by Organization — This is a predefined, collapsed hierarchy that groups tasks by task organization.
	Location Address Folder Dimensions: The values for the following dimensions are entered on the Location tab in the Project Info Center. Project Location City — This is the city entered for the project. Project Location Country — This is the country entered for the project. Project Location County — This is the county entered for the project. Project Location State-Province — This is the state or province entered for the project. Project Location ZIP-Postalcode — This is the ZIP code or postal code entered for the project.
	Multicurrency Folder Dimensions: This folder applies if you use the Vision Multicurrency feature. Billing Currency Code — This is the three-character code for the billing currency that is assigned at the project level. Phase Functional Currency Code — This is the three-character code for the functional currency that is assigned at the phase level. Project Currency Code — This is the three-character code for the project currency that is assigned at the project level. Project Functional Currency Code — This is the three-character code for the functional currency that is assigned at the project level. Task Functional Currency Code — This is the three-character code for the functional currency that is assigned at the task level.
	Phase Folder Dimensions: Phase Number – Short Name — This is the number and name of the phase combined, sorted by number and then name. Phase Organization — If you use the Organization Reporting feature, this is the full organization to which a phase is assigned. The full organization is comprised of a combination of all the levels that make up an organization. Phase Org Level 1 — If you use the Organization Reporting feature, this is the first level of your organization structure to which a phase is assigned. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this is a phase's region. In a multicompany environment, this level represents the company level. Phase Org Level 2 — If you use the Organization Reporting feature, this is the second level of your organization structure to which a phase is assigned. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this is a phase's division. Phase Org Level 3 — If you use the Organization Reporting feature, this is the third level of your organization structure to which a phase is assigned. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this is a phase's branch. Phase Org Level 4 — If you use the Organization Reporting feature, this is the fourth level of your organization structure to which a phase is assigned. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this is a phase's department. Phase Org Level 5 — If you use the Organization Reporting feature, this is the fifth level of your organization structure to which a phase is assigned. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this is a phase's principal. Phase Principal — This is the employee entered as the principal-in-charge for the phase on the General tab in the Project Info Center. Phase Project Manager — This is the employee entered as the project manager for the phase on the General tab in the Project Info Center. Phase Responsibility — This is the firm’s level of accountability for the phase that is entered on the General tab in the Project Info Center. Possible values are defined in the Project Responsibility Code Table. Phase Revenue Type — This determines how Vision recognizes revenue for the phase. It is entered on the Accounting tab in the Project Info Center. If tasks are enabled, the value here is N/A. Phase Status — This is the status of the phase record that is entered on the General tab in the Project Info Center. Possible values are: Active, Dormant, Inactive, and Purged. Phase Supervisor — This is the employee entered as the supervisor for the phase on the General tab in the Project Info Center. Phase Type — This is the market or type of work for the phase that is entered on the General tab in the Project Info Center. Possible values are defined in the Project Type Code Table.
	Project Folder Dimensions: Project Actual Completion Date — This is a project's completion date that is entered on the Dates & Costs tab in the Project Info Center. Project Bid Date — This is a project's bid date that is entered on the Dates & Costs tab in the Project Info Center. Project Billing Client — This is the client to be billed for a project that is entered in the Billing Client field on the Accounting tab of the Project Info Center. This displays the billing client's number and name <number - name>. Project Billing Contact — This is the billing contact person that is entered in the Billing Contact field on the Accounting tab of the Project Info Center. Project Charge Type — This is a project's charge type that is entered in the Charge Type field on the Accounting tab of the Project Info Center. The project's charge type determines how labor and expense costs are charged to the project. Project charge types are: Overhead, Promotional, and Regular. Project Construction Completion Date — This is a project's construction completion date that is entered on the Dates & Costs tab in the Project Info Center. Project Contract Date — This is a project's contract date that is entered on the Dates & Costs tab in the Project Info Center. Project Estimated Completion Date — This is a project's estimated completion date that is entered on the Dates & Costs tab in the Project Info Center. Project Federal Indicator — This determines whether the project is being completed for an agency or branch of the federal government. Although you can modify this dimension for phases and tasks, for reporting purposes, it is available only at the project level (for performance reasons). Project Is Referable — This determines whether or not the project can be used as a reference. Although you can modify this dimension for phases and tasks, for reporting purposes, it is available only at the project level (for performance reasons). Project Number – Short Name — This is the number and name of the project combined, sorted by number and then by name. Project Opportunity — This is the opportunity associated with the project that is entered in the Opportunity field on the General tab of the Project Info Center. Project Organization — If you use the Organization Reporting feature, this is the full organization to which a project is assigned. The full organization is comprised of a combination of all the levels that make up an organization. Project Org 1 — If you use the Organization Reporting feature, this is the first level of your organization structure to which a project is assigned. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this is a project's region. In a multicompany environment, this level represents the company level. Project Org 2 — If you use the Organization Reporting feature, this is the second level of your organization structure to which a project is assigned. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this is a project's division. Project Org 3 — If you use the Organization Reporting feature, this is the third level of your organization structure to which a project is assigned. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this is a project's branch. Project Org 4 — If you use the Organization Reporting feature, this is the fourth level of your organization structure to which a project is assigned. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this is a project's department. Project Org 5 — If you use the Organization Reporting feature, this is the fifth level of your organization structure to which a project is assigned. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this is a project's principal. Project Primary Client — This is the client record that is entered on the General tab of the Project Info Center. You can modify this field only at the project level. Project Primary Contact — This is the contact that is entered on the General tab of the Project Info Center. Project Professional Services Completion Date — This is a project's professional services completion date that is entered on the Dates & Costs tab in the Project Info Center. Project Principal — This is the employee entered as the principal-in-charge for the project on the General tab in the Project Info Center. Project Project Manager — This is the employee entered as the project manager for the project on the General tab in the Project Info Center. Project Promotional Project — This is the promotional project that is associated with a project, as entered in the Promotional Project field on the General tab of the Project Info Center. Project Responsibility — This is the firm’s level of accountability for the project that is entered on the General tab in the Project Info Center. Possible values are defined in the Project Responsibility Code Table. Project Revenue Type — This determines how Vision recognizes revenue for a phase. It is entered on the Accounting tab in the Project Info Center. If phases are enabled, the value here is N/A. Project Start Date — This is a project's start date that is entered on the Dates & Costs tab in the Project Info Center. Project Status — This is the current status of the project that is entered on the General tab in the Project Info Center. Possible values are: Active, Dormant, Inactive, and Purged. Project Supervisor — This is the employee entered as the supervisor for the project on the General tab in the Project Info Center. Project Type — This is the market or type of work for the project that is entered on the General tab in the Project Info Center. Possible values are defined in the Project Type Code Table.
	Project Billing Client Folder Use the dimensions in this folder if you want a report to include the billing clients for projects. To produce meaningful report information you must combine Project Billing Client dimensions with other Project dimensions. Combining Project Billing Client dimensions with dimensions from non-Projectdimension groups, such as the Vendors group, does not produce valid information. This folder contains fields that you can use to sort and group (or filter) by for a client. For example, this allows you to select all clients in the Hospital industry, and then see the total billings (or whatever other measure) for those projects. For the following dimensions, a project's billing client is specified in the Billing Client field on the Accounting tab of the Project Info Center. The billing client's information — such as type, status, and address information — is retrieved from the General tab of the Client Info Center. Dimensions: Project Billing Client Name — This is the name of a project's billing client as entered in the Name field on the General tab of the Client Info Center. Project Billing Client Parent — This is the name of the parent client if a client has a parent/subsidiary relationship. If there is no parent client, "<empty>" displays on the report. See Client Hierarchy Overview for more information. Project Billing Client Primary City — This is the city from the primary address for a project's billing client. It is entered in the City field on the General tab of the Client Info Center. Project Billing Client Primary Country — This is the country from the primary address for project's billing client. It is entered in the Country field on the General tab of the Client Info Center. This displays the country code and country description. Project Billing Client Primary State-Province — This is the state or province from the primary address for a project's billing client. It is entered in the State/Province field on the General tab of the Client Info Center. This displays the state or province code and its description. Project Billing Client Primary ZIP-Postcode — This is the ZIP or post code from the primary address for a project's billing client. It is entered in the ZIP/Postcode field on the General tab of the Client Info Center. Project Billing Client Relationship — This is your company's relationship with a project's billing client, as entered in the Relationship field on the General tab of the Client Info Center. Possible values are defined in the Client Relationship code table in Configuration > General > Code Tables. Project Billing Client Status — This is the status (Active, Dormant, or Inactive) of a project's billing client, as entered in the Status field on the General tabof the Client Info Center. Project Billing Client Type — This is the client type of a project's billing client, as entered in the Type field on the General tab of the Client Info Center. Possible values are defined in the Client Type code table in Configuration > General > Code Tables. Project Billing Client User Defined Currency — This is the user-defined currency that is entered in the User Defined Currency field on the General tab of the Client Info Center for a project's billing client if you use the Multicurrency feature and you have at least one custom currency field in the Client Info Center.
	Project Primary Client Folder Use the dimensions in this folder if you want a report to include primary clients for projects. To produce meaningful report information, you must combine Project Primary Client dimensions with other Project dimensions. Combining Project Primary Client dimensions with dimensions from non-Project dimension groups, such as the Vendors group, does not produce valid information. For the following dimensions, the project's primary client is specified in the Primary Client field on the General tab of the Project Info Center. The primary client's information — such as status, type, and address information — is retrieved from the General tab of the Client Info Center. Dimensions: Project Primary Client Name — This is the name of a project's primary client as entered in the Name field on the General tab of the Client Info Center. Project Primary Client Parent — This is the name of the parent client if a client has a parent/subsidiary relationship. If there is no parent client, "<empty>" displays on the report. See Client Hierarchy Overview for more information. Project Primary Client Primary City — This is the city from the primary address for a project's primary client. It is entered in the City field on the General tab of the Client Info Center. Project Primary Client Primary Country — This is the country from the primary address for project's primary client. It is entered in the Country field on the General tab of the Client Info Center. This displays the country code and country description. Project Primary Client Primary State-Province — This is the state or province from the primary address for a project's primary client. It is entered in the State/Province field on the General tab of the Client Info Center. This displays the state or province code and its description. Project Primary Client Primary ZIP-Postcode — This is the ZIP or post code from the primary address for a project's primary client. It is entered in the ZIP/Postcode field on the General tab of the Client Info Center. Project Primary Client Relationship — This is your company's relationship with a project's primary client, as entered in the Relationship field on the General tab of the Client Info Center. Possible values are defined in the Client Relationship code table in Configuration > General > Code Tables. Project Primary Client Status — This is the status (Active, Dormant, or Inactive) of a project's primary client, as entered in the Status field on the General tab of the Client Info Center. Project Primary Client Type — This is the client type of a project's primary client, as entered in the Type field on the General tab of the Client Info Center. Possible values are defined in the Client Type code table in Configuration > General > Code Tables. Project Primary Client User Defined Currency — This is the user-defined currency that is entered in the User Defined Currency field on the General tab of the Client Info Center for a project's primary client if you use the Multicurrency feature and you have at least one custom currency field in the Client Info Center.
	Task Folder Dimensions: Task Number – Short Name — This is the number and name of the task combined, sorted by number and then name. Task Organization — If you use the Organization Reporting feature, this is a task's full organization that is comprised of a combination of all the levels that make up an organization. Task Org Level 1 — If you use the Organization Reporting feature, this is the first level of your organization structure to which a task is assigned. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this is a task's region. In a multicompany environment, this level represents the company level. Task Org Level 2 — If you use the Organization Reporting feature, this is the second level of your organization structure to which a task is assigned. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this is a task's division. Task Org Level 3 — If you use the Organization Reporting feature, this is the third level of your organization structure to which a task is assigned. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this is a task's branch. Task Org Level 4 — If you use the Organization Reporting feature, this is the fourth level of your organization structure to which a task is assigned. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this is a task's department. Task Org Level 5 — If you use the Organization Reporting feature, this is the fifth level of your organization structure to which a task is assigned. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this is a task's principal. Task Principal — This is the employee entered as the principal-in-charge for the task on the General tab in the Project Info Center. Task Project Manager — This is the employee entered as the project manager for the task on the General tab in the Project Info Center. Task Responsibility — This is the firm’s level of accountability for the task that is entered on the General tab in the Project Info Center. Possible values are defined in the Project Responsibility Code Table. Task Revenue Type — This determines how Vision recognizes revenue for a task and is entered on the Accounting tab in the Project Info Center. Task Status — This is the status of a task that is entered on the General tab in the Project Info Center. Possible values include: Active, Dormant, Inactive, and Purged. Task Supervisor — This is the employee entered as the supervisor for a task on the General tab in the Project Info Center. Task Type — This is the market or type of work for a task entered on the General tab in the Project Info Center. Possible values are defined in the Project Type Code Table.
Transaction Dates Group
	Valid Measure and Dimension Combinations Use measures from the General Ledger measure group in combination with dimensions from the Transaction Dates group.
	Dimension: Calendar — Use this dimension to group by a transaction date's year, quarter, and month.
	More Fields Folder Dimensions: Transaction Date — This groups information by the explicitly referenced date on which a transaction is incurred. Transaction Month — This groups information by the month and year of the transaction date (such as January 2012, February 2012, March 2012, and so on). Transaction Month of Year — This groups information by the month of a transaction date (such as January, February, March, and so on), without regard to the transaction year. Transaction Quarter — This groups information by quarters and year for a transaction date (such as Q1 2012, Q2 2012, Q3 2012, Q4 2012, Q1 2013, and so on). Transaction Quarter of Year — This groups information by a transaction date's quarter (the year divided into four equal segments) — Q1, Q2, Q3, or Q4 — without regard to the specific year. Transaction Year — This groups information by a transaction date's year (such as 2010, 2011, and 2012).
Transaction Types Group
	Valid Measure and Dimension Combinations Use measures from the General Ledger measure group in combination with the Transaction Types dimension. Dimension Transaction Types — This is the two-letter abbreviation and name for the transaction processing types available in the Vision Transaction Center.
Vendors Group
	Folders Primary Address More fields Valid Measure and Dimension Combinations Use the measures from the General Ledger group in combination with the Vendors dimensions to produce valid report data.
	Dimensions: Vendors by Geography — This is a predefined hierarchy that groups vendors by their country, state, and city. Vendors by Org — If you use the Organization Reporting feature, this dimension allows you to group vendors by their organization. This is the full organization that is comprised of a combination of all the levels that make up an organization. Vendors by Org1 — If you use the Organization Reporting feature, this dimension allows you to group vendors by the first level of their organization. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this is a vendor's region. In a multicompany environment, this level represents the company level. Vendors by Org2 — If you use the Organization Reporting feature and you have a level 2 in your organization structure, this dimension allows you to group vendors by the second level of their organization structure. For example, if you have five levels in an organization (Region, Division, Branch, Department, and Principal), this is a vendor's division.
	Primary Address Folder Dimensions: The values for the following dimensions are entered on the General tab of the Vendor Info Center. Vendor Primary City — This is the city from City field for the primary address for a vendor. Vendor Primary Country — This is the country from the Country field for the primary address for a vendor. Vendor Primary State-Province — This is the state or province from the State/Province field for the primary address for a vendor. Vendor Primary ZIP-Postcode — This is the ZIP or post code from the Zip/Postcode field for the primary address for a vendor.
	More Fields Folder Dimensions: The values for the following dimensions are entered on the General tab, Accounting tab, or Additional Info tab of the Vendor Info Center. Vendor 1099 Required — This indicates whether or not a vendor has the 1099 Required check box selected on the Accounting tab and requires a 1099. Vendor is 8a — This indicates whether or not a vendor has the 8 (a) check box selected in the Socioeconomic Status section of the Additional Info tab. Vendor is Alaska Native — This indicates whether or not a vendor has the Alaska Native check box selected in the Socioeconomic Status section of the Additional Info tab. Vendor Is Disadvantaged Business — This indicates whether or not a vendor has the Disadvantaged Business check box selected in the Socioeconomic Status section of the Additional Info tab. Vendor Is HBCU or Minority Institution — This indicates whether or not a vendor has the HBCU or Minority Institution check box selected in the Socioeconomic Status section of the Additional Info tab. Vendor Is Minority Owned — This indicates whether or not a vendor has the Minority Owned check box selected in the Socioeconomic Status section of the Additional Info tab. Vendor is Service Disabled Veteran Owned — This indicates whether or not a vendor has the Service Disabled Veteran Owned check box selected in the Socioeconomic Status section of the Additional Info tab. Vendor Is Small Business — This indicates whether or not a vendor has the Small Business check box selected in the Socioeconomic Status section of the Additional Info tab. Vendor Is Veteran Owned — This indicates whether or not a vendor has the Veteran Owned check box selected in the Socioeconomic Status section of the Additional Info tab. Vendor Is Woman Owned — This indicates whether or not a vendor has the Woman Owned check box selected in the Socioeconomic Status section of the Additional Info tab. Vendor Market — This is the market entered for a vendor on the General tab. Vendor Name — This is the vendor's name, as entered in the Name field on the General tab. Vendor Number - Name — This is the vendor's number and name, as entered in the Number and Name fields on the General tab. The list of vendors is sorted by vendor number. In Vision 7.0, Vendor Number - Name replaced Vendor from earlier versions. Vendor Payment Terms — This is the payment terms setting, as entered in the Payment Terms field on the Accounting tab. Vendor Prior Work — This indicates whether or not a vendor has the Prior Work check box selected on the General tab. When the check box is selected, the vendor has completed work with your company in the past. Vendor Recommend — This indicates whether or not a vendor has the Recommended check box selected on the General tab. When the check box is selected, you recommend the vendor for future work with your company. Vendor Specialty — This is the vendor's specialty entered in the Specialty field on the General tab. Vendor Status — This is the vendor's status (Active, Dormant, or Inactive) entered in the Status field on the General tab. Vendor Type — This is the vendor's type (Consultant, Employee, or Trade) entered in the Type field on the Accounting tab. Vendor User Defined Currency — If you use the Multicurrency feature, this is the currency that is entered for a vendor in the User Defined Currency field on the General tab of the Vendor Info Center.