Dimensions
Use the Dimensions submodule in the Settings module o configure fixed and user-defined dimensions. You can use dimensions throughout WorkBook to group, filter, and tag data. Dimensions provides following:
- 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 in the Dimensions submodule in the Settings module 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 in the Dimensions submodule in the Settings module to configure the client segment dimension. You can add and delete client segments. - Consulting Center
Use Consulting Center in the Dimensions submodule in the Settings module to configure the consulting center dimension. You can add and delete consulting centers. - Dimension Detail Role Setup
Use Dimension Detail Role Setup in the Dimension submodule in the Settings module 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 employee who is assigned to the dimension detail role. - Dimension Role Setup
Use Dimension Role Setup in the Dimensions submodule in the Settings module to configure dimension roles. You can add and delete dimension roles. You can identify the employee who are assigned to the dimension role in . - Dimension Setup
Use Dimension Setup in the Dimensions submodule in the Settings module to configure the dimensions in your WorkBook system. You can add, remove, and rename dimensions. You can enable or disable dimensions, as well as identify the entries, lines, or areas where you want to use each dimension. - Divisions
Use Divisions in the Dimensions submodule in the Settings module to configure the Divisions dimension. You can add and delete Divisions. - Job Type
Use Job Type in the Dimensions submodule in the Settings module 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 in the Dimensions submodule in the Settings module to configure the platforms dimension. You can add and delete platforms. - Practice Area
Use Practice Area in the Dimensions submodule in the Settings module to configure the practice area dimension. You can add and delete practice areas or specializations. - Profit Center
Use Profit Center in the Dimensions submodule in the Settings module to configure the profit center dimension. You can add, delete, and enable the active status of profit centers. - Quality Level
Use Quality Level in the Dimensions submodule in the Settings module to configure the quality level dimension. You can add and delete quality levels. - Regions
Use Regions in the Dimensions submodule in the Settings module to configure the regions dimension. You can add and delete regions. - Technology
Use Technology in the Dimensions submodule in the Settings module to configure the technology dimension. You can add and delete technologies.
Parent Topic: Settings