Functional currency field in cost plan table

[Sonali Jadhav]

User want system to manual select default currency if it is a Project from US(USD)and from IndiA(RS).

how can we do this?

[yogesh41]

Hi,

Which currency you are referring to ? Are you referring Project Currency (https://docs.servicenow.com/bundle/paris-it-business-management/page/product/project-portfolio-suite-with-financials/concept/multicurrency-pps.html) ?

- Yogesh

[Sonali Jadhav]

Hello,

functional currency on cost plan form check in below snap I want to make that field that user is able to select manually there currency using that field right now it is by default USD. Can you please tell how we can achieve it?

[yogesh41 · Accepted solution]

Hi,

The "Functional Currency" is directly dependent on System Reference Currency. ( https://docs.servicenow.com/bundle/newyork-platform-administration/page/administer/currency/concept/session-and-reference-currency.html). The System Reference currency is one time configuration for the instance and not advisable to switch frequently. Th above document will provide more details on Reference Currency.

The "Functional Currency" on the Cost Plan is just information for the user about the current reference currency of the instance. Updating its value is not in scope of PPM application.

FYI, you should look for "Entered Currency" field that indicates the currency of the amount for the current Cost Plan record. The Functional currency amount like "Cost in functional currency" are calculated/converted values.

- Yogesh 

[Sonali Jadhav]

As per requirement we want it to be set manually how can we achieve it ?