Configure multicurrency for projects

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    • You can define investment currency for projects 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 projects
    • Role required: admin

    Procedimento

    1. Navigate to Workspaces > Project Workspace and select a project.
    2. Select the Financials tab.
    3. Select Currency field, and select the Edit investment currency option.
      Edit investment currency modal is displayed with an option to select investment currency.
    4. Choose the suitable investment currency from the Investment currency list.
    5. Select Confirm to save the investment currency selection.