Dimensions
Use the Dimensions module to configure fixed and user-defined dimensions. Dimensions can be used throughout WorkBook to group, filter, and tag data. It contains the following submodules:
- Client Groups
- Client Segments
- Consulting Center
- Dimension Detail Role Setup
- Dimension Role Setup
- Dimension Setup
- Divisions
- Job Type
- Platforms
- Practice Area
- Profit Center
- Quality Level
- Regions
- Technology
- Related Topics:
- Client Groups
Use Client Groups under Settings to configure the client group dimension. You can create and delete client groups and apply them as a dimension value on all jobs. You can also identify and update the client group where specific clients are included. - Client Segments
Use Client Segments under Settings to configure the client segment dimension. You can add and delete client segments, as needed. - Consulting Center
Use Consulting Center under Settings to configure the consulting center dimension. You can add and delete consulting centers, as needed. - Dimension Detail Role Setup
Use Dimension Detail Role Setup under Settings to configure dimension detail roles. You can add and delete dimension detail roles for other dimensions such as division, department, and product. You can also identify the assigned employee to the dimension detail role. - Dimension Role Setup
Use Dimension Role Setup under Settings to configure dimension roles. You can add and delete dimension roles, as necessary. You can identify the assigned employee to the dimension role in . - Dimension Setup
Use Dimension Setup under Settings to configure the different dimensions in your WorkBook system. You can add, remove, and rename dimensions, as needed. You can enable or disable dimensions as well as identify the entries, lines, or submodules where you want to use each dimension. - Divisions
Use Divisions under Settings to configure the divisions dimension. You can add and delete divisions, as needed. - Job Type
Use Job Type under Settings to configure the job type dimension. You can add, delete, merge, and enable the active status of job types. You can indicate price quotes, briefing, and schedule templates. You can also specify a description checklist, add and delete checklist items, and add and delete checklist item values. - Platforms
Use Platforms under Settings to configure the platforms dimension. You can add and delete platforms, as needed. - Practice Area
Use Practice Area under Settings to configure the practice area dimension. You can add and delete practice areas or specializations, as needed. - Profit Center
Use Profit Center under Settings to configure the profit center dimension. You can add, delete, and enable the active status of profit centers. - Quality Level
Use Quality Level under Settings to configure the quality level dimension. You can add and delete quality levels, as needed. - Regions
Use Regions under Settings to configure the regions dimension. You can add and delete regions, as needed. - Technology
Use Technology under Settings to configure the technology dimension. You can add and delete technologies, as needed.
Parent Topic: Settings