Configure Currency Settings

Configure the currency display settings on a page. Currency settings are user-specific and are saved across views.

On project-level pages that support currencies, you can choose to view your costs in terms of the application's base currency, the workspace currency, or the project currency.

Note: View options may vary per page. The title of the  Settings icon may be specific to the grid or detail window that the icon pertains to.

To configure a currency view:

1. Navigate to a page, and then select  Settings.
2. On the Manage Views or Settings panel, select Currency.
3. Configure the following settings:
   • Select Show currency symbols to display the symbol of the currency.

     Note: This option is only enabled if the Show currency symbol option is also enabled in the user preferences. See Configure the Currency Format for more information.

   • Select Show currency banner to display the chosen currency in the page toolbar.
   • In the In what currency do you want to view costs? section, choose which currency to view costs. If all available currencies are the same, this field is disabled. Currencies that can be edited are labeled Editable.

     Note: If workspace currency is selected but is not supported, cost data will display in the base currency. For more information on workspace currency, see Workspace Currency Overview.

4. Apply the view:

   In the Manage Views panel:

   1. Select Save. When selected, you are saving all changes to the current view.
   2. Select Save As. When selected, you can create a new Personal, Project, or Workspace view with a new name in the Save View as window.
   3. Select Apply. When selected, you are returned to the grid. The grid displays any changes you have made; however, those changes are not saved. To save changes select Save or Save As in the View list.
   4. Select Reset.
   5. Select  Close.

   In the Settings panel:

   • Select Save.