Dimensions

Introduction

Dimensions are used throughout the entire system and enables you to group, filter, tag data by a specific dimension. There are in total 21 fixed dimensions in the system and a choice to add additionally 10 custom defined dimensions. This makes WorkBook really good when it comes to group and filter data.

Dimensions can be filtered on in any of the Scheduling views.

Dimensions setup

Add a new dimension

You can add a new dimension by clicking this button. 

You then select an existing dimension in the upper section, or click User defined dimension and fill in a name and a source type.

When you add a custom dimension, you can then add the values in the bottom section, after clicking on the Toggle details button.

 

Finally, you need enable it and consider where in the system you want to use this dimension. Also, you can set if it’s required to select a dimension value, before being able to add something to the system.

 

Example being used on a job:

Disable a dimension

You can disable a selected dimension by clicking this button  .

Custom name for build-in dimensions

See the full guide on custom translations here.

Should you wish to change the name of an already build-in dimension this is possible through the custom translations.

Find the “Custom transtations” under “Settings”. Select the language you would like to translate to and search for the dimension you would like to customize.

Run through the “Object” drop-down and make sure all instances are translated.

In this example we are changing the “Divisions” dimension to “Groups“.

Click the refresh button to apply:  – have patience, it’s a lot of records to run through!

 

Custom translations result

This is the result of the custom translation of “Divisions” to “Groups“.

Result

 

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