Execute the PM upgrade project currency for active projects and
PM upgrade project currency for inactive projects scheduled jobs to
upgrade your active and inactive projects, respectively, after you activate the
multicurrency plugin. Select the scheduled jobs and run them on demand to upgrade your
projects in project currency only when necessary.
Before you begin
Role required: admin or it_project_manager
Procedure
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Navigate to .
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Click the PM upgrade project currency for active
projects.
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Click Execute Now to upgrade all your existing active
projects to project currency.
On execution of the job, all amounts in the cost-related fields of the
Project, Project Task, Baseline, Cost Plan, Cost Plan Breakdown, Benefit
Plan, Benefit Plan Breakdown forms are copied from functional currency to
project currency fields. Once the values of functional currency fields are
copied to the project currency fields project currency cannot be edited
since the financial costs already exist.
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To upgrade your inactive projects, click PM upgrade project currency
for inactive projects.
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Click Execute Now.
On executing the scheduled job, the project currency value for all existing
projects is set to the functional currency. The project currency in the
Project Tasks, Baselines, Cost Plans, Cost Plan Breakdowns, Benefit Plans,
Benefit Plan Breakdowns, Expense Lines forms is set to functional
currency.
Note: The jobs may have performance impact depending on the
number of projects and cost plans, hence run the jobs only when
necessary.