Customization → Attributes Setup → Dimensions

Dimensions

Dimensions are data sets that are used to represent certain situations or goals. Dimensions enable users to group data which represents these situations or goals within a single time period, such as a project plan, a target, a budget, or actuals. There are two system dimensions: Actual and Plan. System dimensions can be renamed, but they must be present:
Dimensions can be added to some (but not all) of the views that are available in the Projects and Reports modules. Two types of dimensions are included:

All security roles are given permission to view a dimension's item data. You can prevent all users in your organization from being able to view a dimension's item data by locking the dimension. Permission to edit a dimension's item data is granted on a per-security role basis for each dimension. To give permission to edit a dimension's item data, select the check box next to the security role. Permission to edit a dimension's item data is given to all security groups for a dimension that comes pre-configured.

Note: This tab is not available when using Serena Agile On Demand.

Adding a dimension

Add a dimension and pick its type. If you want to prevent users (regardless of their security roles) from editing item data in the dimension, then select Locked. If you want the dimension to be available as a baseline option in the Tasks tab, then select Baseline. If you want to allow users to edit item data in a dimension, select the security roles which contain these users.

To add a dimension
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Attributes Setup tab.
  3. Select the Dimensions tab.
  4. Click New.
  5. Under Dimension Properties, enter a name. The system name will be generated.
  6. If you want item data in the dimension to be view-only, select Locked.
  7. If you want the dimension to be available for baselines, select Baseline.
  8. For each of the security roles in your organization, check the ones that will have edit permissions to this dimension when it is available in any item to which they have access.
  9. Click Save.

Allowing users to edit item data in a dimension

For each dimension, you must specify the security groups (and the users who belong to them) that will be allowed to edit item data in a dimension. Simply check the box next to the security role and save the dimension.

To allow users to edit item data in a dimension
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Attributes Setup tab.
  3. Select the Dimensions tab.
  4. Choose the dimensions from the list on the left, then select the roles that should be able to edit data in the dimension from the Security Roles box.
  5. Click Save.

Deleting a dimension

Pick a dimension and delete it. This could cause a lot of data (related to that dimension) to be deleted as well, so be sure this is what you really want to do.

To delete a dimension
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Attributes Setup tab.
  3. Select the Investment Request Pages tab.
  4. Select a dimension.
  5. Click Delete.

Editing a dimension

Make your changes and then save them.

To edit a dimension
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Attributes Setup tab.
  3. Select the Dimensions tab.
  4. Select a dimension.
  5. Make your changes.
  6. Click Save.

Preventing all users in an organization from editing item data in a dimension

Locking a dimension will prevent all users in your organization from being able to view item data in a dimension. All dimensions are unlocked by default. In order for users to edit item data in a dimension, they must also be able to view item data in a dimension.

To prevent users from editing item data in a dimension
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Attributes Setup tab.
  3. Select the Dimensions tab.
  4. Select a dimension.
  5. Select Locked to prevent all users from being able to edit item data in this dimension or de-select the security roles to prevent specific security roles from being able to edit item data in this dimension.
  6. Click Save.

Viewing a dimension

A dimension can be viewed from the Dimensions tab in the Attributes Setup tab.

To view a dimension
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Attributes Setup tab.
  3. Select the Dimensions tab.
  4. Select a dimension.

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