About Task groups

Task groups are a type of dimension group. A dimension group is a particular set of members in a dimension. You can manually select the group members or set up filters to select them automatically.

For example, you might create a task group for projects of a particular type and another group for projects with a particular status.

This help page applies to standard dimensions only. Groups for user-defined dimensions are managed differently than standard dimensions. For more information, see Manage user-defined dimensions.

Dimensions - what they are and how they work

If you're not familiar with dimensions, watch the following video that explains how dimensions can help you gain insights into your project data.

Video: What are dimensions and how do they work?

Construction terms

Task dimensions and Task groups are frequently used with construction projects. The Construction application requires a separate subscription.

For information on how to enable a Construction subscription, contact your Sage Intacct account manager. Regional support for Construction is limited to the United States, Canada, Australia, and the United Kingdom.

The Construction industry uses specific terminology that can differ from Sage Intacct terminology. Understand how Sage Intacct terms align with Construction industry terms.

You can change Sage Intacct terminology to match Construction industry terms. For example, you can change project to job.

Task groups in reports and dashboards

Defining a group gives you additional control over what appears in reports and dashboards. In general, any group that you create appears as an additional filter choices. Task groups allow you to do the following:

  • Manually select a set of members of the group.
  • Filter to include members that meet certain criteria, such as tasks for specific projects, vendors, or locations.
  • Control the order in which the members appear in report columns and rows.
  • Take advantage of dimension counts to post to statistical journal entries automatically.

Where you can use dimension groups

Dimension groups can be used to filter in the following reporting solutions:

  • Financial reports
  • Financial graphs
  • General Ledger reports
  • Dashboards
Dimension use in dashboards is limited to components for performance cards, financial reports and graphs, and standard General Ledger reports.
Where to use dimension groups
Feature Allows filtering by dimension group? Description

Financial reports and graphs

Yes

Applies to reports and graphs in these lists:

  • General Ledger > All > Financial reporting > Financial reports
  • General Ledger > All > Financial reporting > Financial graphs

When you define a report or graph, you can specify the filters as part of the report definition, or you can prompt the user for the filter at report runtime.

Standard General Ledger reports

Yes

Applies to reports listed on the General Ledger menu, such as the Journals report or Trial Balance report.

When you run a General Ledger report, you can select the filters to use. Or, you can create a prefiltered report by memorizing the report with the filters that you want.

Other reports

No

Currently, reports outside of General Ledger do not support dimension groups.

  • Standard application reports outside of the General Ledger
  • Reports created with the Custom Report Writer (CRW)
  • Reports created with Interactive Custom Report Writer (ICRW)
  • Reports created with Interactive Visual Explorer (IVE)

Dashboards

Yes (limited)

Dashboard components can be prefiltered for a dimension group, or you can allow the user to filter the entire dashboard.

Filtering is limited to components for performance cards, financial reports and graphs, and standard General Ledger reports. Learn more about dashboard filtering.

Dimension report structures

Dimension report structures allow you to use dimensions on the rows or columns of financial reports. The following example shows a simple location report structure named South, which contains a location group named Southern offices.

  1. Dimension groups are custom groupings that are meaningful to your company.
  2. Dimension report structures can contain 1 or more dimension groups.
  3. The dimension report structure is what lets you add the dimension to a report.

Illustration showing a dimension report structure with 1 dimension group in it, and the resulting report.

When you add a dimension group, you have the option to create a dimension report structure automatically.

Learn more

To learn more about dimension groups and structures, see the following help pages: