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:

Dimensions you can use with Projects

You can enable the following dimensions for use with Projects:

  • Project: Use for Basic project tracking, or with a subscription to Projects. Track project data for reporting purposes.
  • Task: Dependent on the Project dimension and a subscription to Projects. Captures data for projects as you enter transactions.
  • Cost Type: Dependent on a Construction subscription. Adds a cost type field to transaction pages in other applications so you can track the project + task + cost type as part of your data-entry process.
The Construction subscription enables the Project, Task, and Cost Type dimensions. Use of these dimensions is optional. However, you are not allowed to disable them. 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 user with admin privileges

Construction Manager

Project Manager
Permissions
  • Business: all
  • Project manager: create, edit
Previous step Configure Projects

How to enable the Projects dimension

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 the Projects dimension. You might also want to configure the Task dimension 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: