Setting Up Dimensions

Dimensions: Overview

Activating Dimensions

Step 1: At ‘Settings’ select ‘Features’

Step 2: Select the relevant Dimension for activation

Accessing Dimension Page from Features Page

Step 1: At ‘Settings’ select ‘Features’

Step 2: Select the relevant Dimension Page

Accessing Dimension Page from Side Menu

Step 1: Select the relevant side menu for each Dimension

Step 2: Select the relevant Dimension

Creating an individual Dimensions Value

Step 1: Access the Dimension’s page as per the section above

Step 2: Click on ‘Add New’

Step 3: Complete all fields

Step 4: Click on ‘Create’

Creating multiple Dimensions Values via Bulk Upload

Step 1: Access the Dimension’s page as per the section above

Step 2: Click on ‘Bulk Create/Update’

Step 3: Click on ‘Download Template’

Step 4: Fill up the Template according to the columns shown

Step 5: Back in ADAM, click on ‘Select Bulk Create/Update Data (CSV only)’

Step 6: Click on ‘Bulk Create/Update’

Dimensions: Overview

ADAM’s Dimensions allows for a deeper level of control and visibility by allocating additional fields that can be used at an item or submission level.  Currently, there are  five dimensions in ADAM:

  • Department
  • GL Code
  • Cost Center
  • Project Code
  • Category

Note that are usually activated during the setup process as per each company’s needs.

This manual will guide you on the general activation, creation, and maintenance of your dimension lists.

Activating Dimensions

Step 1: At ‘Settings’ select ‘Features’

This will direct you to the Features page for ADAM.

Step 2: Select the relevant Dimension for activation

This will direct you to the individual setting for each Dimension. Toggle the switch to activate the dimension

Note: For GL Codes, you can also assign where the GL code can be mapped to, either the Category dimension, or Products (only if the Procure module is subscribed)

Accessing Dimension Page from Side Menu

Step 1: Select the relevant side menu for each Dimension

The following dimensions in ADAM can be accessed directly from the side menus as below:-

At the Finance Side Menu:

  • GL Codes
  • Project Codes
  • Cost Centre

At the Settings:

  • Departments
  • Categories (via the Features page)

Step 2: Select the relevant Dimension

This will direct you to the specific Dimension’s page.

Accessing Dimension Page from Side Menu

Step 1: Select the relevant side menu for each Dimension

The following dimensions in ADAM can be accessed directly from the side menus as below:-

At the Finance Side Menu:

  • GL Codes
  • Project Codes
  • Cost Centre

At the Settings:

  • Departments
  • Categories (via the Features page)

Step 2: Select the relevant Dimension

This will direct you to the specific Dimension’s page.

Accessing Dimension Page from Features Page

Once the Dimension has been activated, you can create individual values by accessing each Dimension’s page. The page can be either accessed from the Features page, or via the side menu.

Step 1: At ‘Settings’ select ‘Features’

This will direct you to the Features page for ADAM.

Step 2: Select the relevant Dimension Page

This will direct you to the specific Dimension’s Page

Creating an individual Dimensions Value

At each dimension’s page, you may create your Dimension Values in the following methods:

  1. Creating an individual Dimension Value
  2. Creating multiple Dimension Values via Bulk Upload

Step 1: Access the Dimension’s page as per the section above

This will list all current Values in ADAM

Step 2: Click on ‘Add New’

Step 3: Complete all fields

This will display the fields required to create a new Dimension Value

Step 4: Click on ‘Create’

This will create the new Value in the table

Note: If any compulsory fields are incomplete, an error message will be displayed

Creating multiple Dimensions Values via Bulk Upload

Step 1: Access the Dimension’s page as per the section above

This will list all current Values in ADAM

Step 2: Click on ‘Bulk Create/Update’

This will display the Bulk Update field

Step 3: Click on ‘Download Template’

This will download a CSV template

Step 4: Fill up the Template according to the columns shown

Step 5: Back in ADAM, click on ‘Select Bulk Create/Update Data (CSV only)’

Step 6: Click on ‘Bulk Create/Update’

This will create the new Value in the table

Note: Any discrepancy or blocker in the data will be displayed via an error message