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.

始める前に

• Enable monetary benefit plans for planning items
• Role required: admin

手順

1. Navigate to Workspaces > Strategic Planning Workspace and select portfolio plan.
2. Select a planning item from the Planning module.
3. 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 have three sets of configurations: Demand currency, or also called as Functional currency that is managed by your locale. Define the Investment currency for Demand, which is used to track Demand-level financial records. Investment currency for converted artifacts, 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. Select Currency field, and select the Edit investment currency option. Edit investment currency modal is displayed with options to select investment currency. Define the investment currency of you demand using the Investment currency list. Define investment currency for the future artifacts using the Investment currency for converted artefact list.
   Project, Epic, Feature, and Capability	Select Currency field, and select the Edit investment currency option. Edit investment currency modal is displayed with options to select investment currency. Define the investment currency of you demand to use the Investment currency list.

4. Select Confirm to save the investment currency selection.

次のタスク

Activate and run a the Update multi-currency fields to investment currency for existing demands and projects scheduled job to reflect the investment currenct configuration. For more information on how to activate and schedule this job, see Activate scheduled job to populate to multicurrency fields.