Configure multicurrency for planning items

  • Release version: Yokohama
  • Updated November 22, 2025
  • 1 minute to read

    • Select investment currency as an additional currency, which can be different from your functional currency, to manage financial records of your planning items.

    Before you begin

    • You can define investment currency for planning items which do not have any financials records, such as cost plans, expense lines, benefit plans, and actual benefits. To define a investment currency for existing work, you should delete all the financial records and configure the investment currency.
    • Enable monetary benefit plans for planning items
    • Role required: admin

    About this task

    Following are the current limitations for multicurrency.
    • Multicurrency for cost plans that are bundled with project tasks. This feature is scheduled to be available starting with the January patch update.
    • Financial baselines do not capture investment currency fields. This feature will be available with the March store release.

    Procedure

    1. Navigate to Workspaces > Portfolio Planning and select portfolio plan.
    2. Select a planning item from the Planning module.
    3. Select the Financials tab.
      In the Currency field, the current system currency is displayed. For example, if your Functional currency is in USD, the field is displayed as USD (Functional).
      Planning item typeProcedure
      Demands Users will have three set of configurations:
      1. Demand currency, or also called as Functional currency which is managed by your locale.
      2. Define the Investment currency for Demand, which is used to track Demand-level financial records.
      3. Investment currency for converted artifact, the Investment currency for any planning item created from Demand, such as a Project, Epic, or any other planning item.
      Use the following ways to define the investment currency for Demand and artifacts.
      1. Select Currency field, and select the Edit investment currency option.

        Edit investment currency modal is displayed with options to select investment currency.

      2. Define the investment currency of you demand using the Investment currency list.
      3. Define investment currency for the future artifact using the Investment currency for converted artefact list.
      Other planning items
      1. Select Currency field, and select the Edit investment currency option.

        Edit investment currency modal is displayed with options to select investment currency.

      2. Define the investment currency of you demand using the Investment currency list.
    4. Select Confirm to save the investment currency selection.