Configure projects dimensions

The projects dimension simplifies the process of capturing data for projects that you can then use to filter with and build into reports. If you're not familiar with dimensions, the following video introduces dimensions and how they can help you gain insight into your project financials:

Construction and projects dimensions

The Construction subscription enables the project, task, and cost type dimensions. While use is optional, you can't disable these dimensions. To acquire or enable a Construction subscription, contact your Sage Intacct Corporate Account Manager (CAM).

Subscription
  • Project subscription, Project Costing or Project Costing and Billing module
  • Project dimension enabled (in the General Ledger)
  • Construction subscription (enables task dimension)
User type
  • Business with admin privileges
  • Project Manager
Permissions
  • Business: all
  • Project manager: create, edit
Previous step Configure Projects

How to configure projects dimensions

Before changing your configuration, understand your current workflow and reporting needs. Contact your Sage Intacct Corporate Account Manager (CAM) or account partner for their insight on how changing your current configuration may impact your environment.

This procedure shows you how to enable projects dimensions. You might also want to configure task dimensions at this time. For more information, see Configure task dimensions.

  1. Go to General Ledger > Setup > Configure.
  2. Under the Dimension Settings section, select Projects to Enable the projects dimensions:
  3. Select Save.

You can use the projects dimension in other modules: