Add a Currency

Add currencies to workspaces to make them available to projects in the workspace. All currencies added to the root workspace are inherited in child workspaces. Changes to these currencies must be made in the owning workspace. Add any other currencies that projects may need by selecting them from the preexisting list.

To add a currency:

Navigate to the Currencies dictionary page
1. In the object selector, select Workspace.
2. In the object selector, beside a workspace name, select , and then select View Summary & Settings.
3. On the Summary & Settings page, select Dictionaries, and then select Currencies.
On the Currencies page, select Add.
In the Select Currency dialog box, select currencies from the preconfigured list, and then select Select.
(Optional) Update the Sharing Method. The default sharing method is Manual.
Note: Currencies with Sharing Method set to Manual must be assigned, not added, in child workspaces. Set the Sharing Method to Automatic for child workspaces to inherit the currency.
Select Save.

Tips

The Decimal Places setting enables you to select how many decimal places to show when viewing costs in the application. The database stores values for up to 6 decimals for cost fields, regardless of the number of decimal places set to display.
To add a currency that already exists in a parent workspace, select Assign....
If a currency exists in the workspace hierarchy but does not display in the Add or Assign.. lists, go to the owning workspace and update the currency's owning workspace to the highest workspace in the hierarchy where the currency is used. See Update the Owning Workspace of Dictionary Items for more information.

This setting is used in the following apps:

Cost and Funds

Portfolio Analysis

Resources

Risk

Schedule

Scope

Strategic Alignment

Tasks

Last Published Friday, June 20, 2025