Configure multicurrency for projects

  • 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 projects.

    Before you begin

    • 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

    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 > 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.