Enable project currency view in project-related forms

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Switch over to the project currency view to track the planned costs of a project in the selected project currency.

    Before you begin

    Role required: it_project_manager

    About this task

    To manage your projects in local currency and to create a project from a demand, the project currency fields are added in the following tables that have cost details and financials tab:

    Table 1. Tables with project currency fields
    Table name Description
    Demand [dmn_demand] table To create a project from a demand in project currency. Specify the currency that you want to use to manage your project by navigating to the Financials tab of the Demand form and selecting a currency in the Project Currency field.
    Note:
    You can specify the project currency only when you switch to the Demand Currency view. For more information, see Multicurrency in Demand Management.
    To create a demand, see Create a demand.
    Project [pm_project] table To navigate to the Project form, see Define a project.
    Cost Plans [cost_plan] table To navigate to the Cost Plan form, see Create a project cost plan.
    Cost Plan Breakdown [cost_plan_breakdown] table To navigate to the Cost Plan Breakdown form, see Update a cost plan breakdown.
    Benefit Plan [benefit_plan] table If you open the project form in Project Currency view, then by default the project currency related fields appear in the Benefit Plans related list. To create a project benefit plan, see Create a project benefit plan.
    Benefit Plan Breakdowns [benefit_plan_breakdown] table To update a benefit plan breakdown, see Update a benefit plan breakdown.
    Expense Line [fm_expense_line] table Expense lines are part of project cost plans and stores cost associated with a specific resource. To navigate to the Expense line form, see Create an expense line.
    Project Funding [project_funding] table Stores the project target and budget expense values for both capital and operating expenses for a single fiscal period.

    Procedure

    1. Navigate to the respective form.
    2. Right-click the context menu of the form.
    3. Click View.
    4. Select Project Currency from the list.

    What to do next

    Refer to the form fields that are exclusive to the Project Currency view that you have selected. All the other form tabs and fields remain same both for the default view and the project currency view. Continue to enter values in the fields as you would for the default view.