Modify a Workspace Currency

Workspaces inherit the workspace currency by default, but you can edit the workspace currency if no cost data has been entered. A workspace currency must have an exchange rate defined to appear in the list of currencies available to the workspace. For information on workspace currency, see Workspace Currency Overview.

The workspace currency cannot be changed if cost data exists.

To modify a workspace currency:

  1. In the object selector, select a workspace.
  2. In the sidebar, select Summary & Settings.
  3. On the Summary & Settings menu, select Details.
  4. On the Details page, in the Currency section, choose the workspace currency and select Select.
  5. Select Save.
  6. In the Summary & Settings panel, select Close.

The Exchange Rate field is automatically populated with the latest exchange rate defined at the workspace level.

This setting is used in the following apps:

Cost and Funds
Portfolio Analysis
Resources