Select investment currency as an additional currency, which can be different from your functional currency, to manage financial records of your planning items.
Procedure
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Navigate to and select portfolio plan.
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Select a planning item from the Planning module.
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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 type | Procedure |
|---|
| Demands |
Users will have three set of configurations:
- Demand currency, or also called as Functional currency which is managed by your locale.
- Define the Investment currency for Demand, which is used to track Demand-level financial records.
- 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.
- Select Currency field, and select the Edit investment currency option.
Edit investment currency modal is displayed with options to select investment
currency.
- Define the investment currency of you demand using the Investment currency list.
- Define investment currency for the future artifact using the Investment currency for converted artefact list.
|
| Other planning items |
- Select Currency field, and select the Edit investment currency option.
Edit investment currency modal is displayed with options to select investment
currency.
- Define the investment currency of you demand using the Investment currency list.
|
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Select Confirm to save the investment currency selection.