Financial Dimension linked to User or Worker

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Hi,

I would like to get your opinion regarding my client's requirement. They want to tag a financial dimension (e.g. Department) to either User or Worker (whichever is more viable). As much as possible we don't want to customize it.

Let me know your thoughts on this.

Best regards,
Edmond

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André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

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Hi Edmond,

Using financial dimensions is a standard on a worker position. You can use this.

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Mahmoud Hakim 17,887 on at

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As André said "Using financial dimensions is a standard on a worker position. You can use this."

also, you can create financial dimension as you need based on customer requirement, but you need to optimize it

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Community Member on at

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Hi Andre,

Are you referring to the Worker Position Assignments then Create a position and define the Financial dimension thru it?

How about via User, is it possible to link it to a Financial dimension?

Best regards,

Edmond

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André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

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Hi Edmond,

The path is correct. You can also go to the position directly.

There is no standard option to specify financial dimensions on a user.

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KRad 157 on at

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Hi Andre,

Once the financial dimension is linked to the position or worker, will it carry the costs from the position or worker to the linked financial dimension? If yes, what costs will be used for calculation?

Or is it just a place holder for indicating that a specific position or worker is linked with a cost center/financial dimension and no cost calculation impact??

Thanks for your response in advance.

Thanks,

Kamal

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André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

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Hi Kamal,

There is no automatic move of costs to the dimensions. The dimensions are defaulted on e.g. a timesheet line or hour journal. Before posting, a user can possibly change it when required. That is the only purpose.

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