Configure multicurrency for planning items
Select investment currency as an additional currency, which can be different from your functional currency, to manage financial records of your planning items.
Before you begin
- Enable monetary benefit plans for planning items
- Role required: admin
Procedure
Navigate to Workspaces > Portfolio Planning and select portfolio plan.
Select a planning item from the Planning module.
Select the Financials tab.
In the Currency field, the current system currency is displayed. For example, if your Functional currency is in USD, the field is displayed as USD (Functional).
| Planning item type | Procedure |
|---|---|
| Demands | Users will have three set of configurations:1. Demand currency, or also called as Functional currency which is managed by your locale. 2. Define the Investment currency for Demand, which is used to track Demand-level financial records. 3. Investment currency for converted artifact, the Investment currency for any planning item created from Demand, such as a Project, Epic, or any other planning item. Use the following ways to define the investment currency for Demand and artifacts.1. Select Currency field, and select the Edit investment currency option. Edit investment currency modal is displayed with options to select investment currency.
|
| Other planning items |
Edit investment currency modal is displayed with options to select investment currency.
|
- Select Confirm to save the investment currency selection.