Upgrade existing demands
Execute scheduled jobs to upgrade your existing active and inactive demands, respectively, after activating the PPM Standard Multicurrency (com.snc.ppm_multicurrency) plugin.
Before you begin
Activate the PPM Standard Multicurrency (com.snc.ppm_multicurrency) plugin.
Role required: admin
About this task
Run these scheduled jobs on demand to upgrade your existing active and inactive demands in demand currency only when necessary.
Procedure
- Navigate to .
-
Execute a scheduled job to upgrade your existing active and inactive
demands.
Demand type Steps Active demands - Find the Upgrade demand currency fields for active demands scheduled job and open.
- Click 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 cannot 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 - Find the Upgrade demand currency fields for inactive demands scheduled job and open.
- Click 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.