A dimension is a predefined category used by companies to organize and analyze their expenses, providing a detailed breakdown of costs. For example, dimensions could include the categorization of employees into dimensions such as legal entity or by manager.

To create a Dimension

1. On your sidebar, go to Settings
2. Scroll down to Finance
3. Select Workspace
4. Click on Add dimension
5. Fill in the information and choose the assignment type:
   • One value: each employee can only be assigned to one of the values you define
   • Coming soon - Multiple values: each employee can be assigned to as many values as needed. You’ll set a percentage when assigning that will be used to split the cost.
6. Click on Add dimension

To create dimension values

1. On the Workspace page, open the dimension
2. Click on Add value - in the upper right corner
3. Fill in the information. There are two mandatory fields: name and legal entity
4. Click on Add value

Dimension assignment

You can assign dimensions to employees in two ways: by assigning employees in bulk, or by assigning employees manually.

Assign employees in bulk

1. On your sidebar, go to Settings
2. Scroll down to Finance
3. Select Workspace
4. Click on the arrow next to the Dimension
5. Click on the 3 dots (top right)
6. Select Import assignments
7. Download the template and fill it out with your employee's dimension assignment. When you've finished, upload the file.

Assign employees manually

1. On your sidebar, go to Employees
2. Select the employee you want to assign the cost center
3. In the Profile tab, scroll down to Dimensions
4. Click on Edit assignments
5. Assign the value for the dimension
6. Click on Save

To delete or rename a dimension

1. Open the dimension row you want to rename or delete
2. Click on the 3 dots icon - in the upper right corner
3. Select Delete or Rename

To delete or edit a value

1. Get to the value row you want to edit or delete
2. Click on the 3 dots icon
3. Select Delete or Edit details