Upgrade existing demands

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분
  • Execute scheduled jobs to upgrade your existing active and inactive demands, respectively, after activating the PPM Standard Multicurrency (com.snc.ppm_multicurrency) plugin.

    시작하기 전에

    Activate the PPM Standard Multicurrency (com.snc.ppm_multicurrency) plugin.

    Role required: admin

    이 태스크 정보

    Run these scheduled jobs on demand to upgrade your existing active and inactive demands in demand currency only when necessary.

    주:
    The jobs may have a performance impact depending on the number of demands and cost plans, therefore run the jobs only when necessary.

    프로시저

    1. Navigate to All > System Definition > Scheduled Jobs.
    2. Execute a scheduled job to upgrade your existing active and inactive demands.
      Demand typeSteps
      Active demands
      1. Find the Upgrade demand currency fields for active demands scheduled job and open.
      2. Select Execute Now

      Executing the job copies all amounts in the cost-related fields of the demands in demand currency. The Baseline, Cost Plan, Cost Plan Breakdown, Benefit Plan, Benefit Plan Breakdown fields are also changed to the demand currency. You can’t edit the demand currency after the values in the functional currency fields are copied to the demand currency fields since the financial costs exist.

      Inactive demands
      1. Find the Upgrade demand currency fields for inactive demands scheduled job and open.
      2. Select Execute Now.

      Executing the job copies the values in the cost-related fields for all existing inactive demands to the demand currency. The currency in the Baselines, Cost Plans, Cost Plan Breakdowns, Benefit Plans, Benefit Plan Breakdowns, Expense Lines forms changes to demand currency.