Creating a Dimension of the Structured Type

You want to create a structured text field to ensure that cost centers are always entered in the predefined format XX-123.4567_8X0 in the input field.

  1. Starting from the top navigation, click > Planner > Settings > Dimensions.

  2. Choose Add new Dimension.

  3. A dialog box opens.

  4. Enter a name.

  5. If necessary, enter information text. Use the formatting functions to display complex descriptions clearly.

  6. From the Base type dropdown list, select the Structured entry.

  7. Click on the Edit structure field.

  8. The Regular expression structure dialog box opens.

  9. Choose

    • Use the Editor to create a rule:

      1. Click Add new regular expression.

      2. A line with input fields opens.

      3. Select Letters as the variable.

      4. In the Length column, enter the value 2.

      5. Select a dash (-) from the Separator dropdown list.

      6. Click Add new regular expression.

      7. Select Numbers as the variable for the second input field.

      8. In the Length column, enter the value 3.

      9. Select a period (.) from the Separator dropdown list.

      10. Click Add new regular expression.

      11. Select Numbers as the variable for the third input field.

      12. In the Length column, enter the value 4.

      13. Select an underscore (_) from the Separator dropdown list.

      14. Click Add new regular expression.

      15. Select Letters, Numbers as the variable for the fourth input field.

      16. In the Length column, enter the value 3.

    • You enter a regular expression (regex).

      1. Activate the User defined structure checkbox.

      2. Enter the regular expression in the input field below the checkbox.

  10. Click Save

  11. Edit the attributes.

  12. Choose which User groups have access to the dimension.

  13. Click Save.

You have created a dimension with a structured text dimension, in which users can enter a cost center in a predefined format only.