Dimensions in Pryme Funding

Learn how to work and manage dimensions in Pryme Funding.

2 minute read

Dimensions can be applied to all Fund ledger entry types. The source of dimensions depends on the entry type:

Commitment entries: Use dimensions from the Funder (customer) card and/or the Fund card.
Allocation entries (Reservation & Usage): Use dimensions from Funder/Fund and Project.

When Funder, Fund, and Project use the same dimension codes, a Default Dimension Priority can be set per entry type:

Commitment: Defaults to Fund over Funder.
Allocation entries (Reservation & Usage): Default to Project over Fund/Funder.

Use dimension priority settings to change these defaults. Learn more about dimension priorities here.

For Usage entries, if “Post usage to G/L” is enabled, the G/L entry inherits dimensions from the fund ledger entry of type usage.

Add dimensions to the Funder and/or Fund cards:

If Funder and Fund use the same dimension and value, only the Funder card needs dimensions (e.g., Single Funded Funds).
For different dimensions, both cards need entries (common in Multi-Funder Funds).
If neither has dimensions, none of the posted entries (commitment, reservation, usage) will have dimensions.

If Funder and Fund have different dimensions, dimensions from both are added.
If there’s a conflict (same dimension code), Fund value overrides Funder’s (unless Dimension Priority is set).
If one is missing dimensions, only the other’s dimensions are used.

Same logic applies when posting Usage, unless different priority is defined.