Mapping/Renaming Dimensions

For Financials, you can incrementally enable custom dimensions. For all other modules, you must perform this configuration task the first time you enable features.

Use Map/Rename Dimensions as follows:

• To add custom dimensions.

  For example, you might want to plan by channel and market. In this case, add these two dimensions and import channel and market members. Calculations, forms, and other artifacts include the additional dimensions you specify.

• For each custom dimension in Financials, to specify to which features it applies—Revenue, Expense, Balance Sheet, Cash Flow, or Budget Revisions. See Associating Custom Dimensions with Financials Features.

• To rename a dimension if an existing dimension has the same name as a dimension in a module you are enabling, and you want to keep both dimensions.

• To use existing dimensions in multiple modules. For example, if you set up Financials and later enable Projects, you can take advantage of any existing dimensions that are common between the two. Use this feature so you don't have to rebuild a common dimension when you enable a new module.

• To reuse dimensions in a converted Planning application.