Add a Custom Currency
You can create custom currencies if the default currencies do not meet the needs of your organization.
To add a custom currency:
- Navigate to the Currencies dictionary page
- In the object selector, select Workspace, select View Workspaces List, and then select a workspace name.
- From the Main Menu, select Summary & Settings.
- On the Summary & Settings page, select Dictionaries, and then select Currencies.
- On the Currencies page, in a new row, complete the following fields:
- Name: Enter a unique name for the currency.
- Currency Code: Enter a unique currency code with fewer than 3 characters.
- Currency Symbol: Enter a currency symbol. The currency symbol is displayed next to monetary amounts in the application for users who chose to display currency symbols.
- Decimal Places: Enter the amount of decimal places to display. The application shows up to 5 decimal places.
- Sharing Method: Specify how the currency is shared between parent and child workspaces:
- Manual: The currency can be pulled down by child workspaces individually, using the Assign button in each child workspace. This is the default option.
- Automatic: The currency is pushed down to child workspaces automatically.
- Select Save.
This setting is used in the following apps:
Cost and Funds |
郞Portfolio Analysis |
Resources |
Risk |
Schedule |
Scope |
Strategic Alignment |
Tasks |
Last Published Tuesday, November 19, 2024