Modify a Project Currency

Projects inherit the base or workspace currency by default, but you can set a custom project currency. A workspace currency must have an exchange rate defined to appear in the list of currencies available to the project. A project can be viewed in the project, workspace, or the base currency. For information on pages that support workspace currency, see Workspace Currency Overview.

The currency exchange rate will be set for the life of the project at the project creation date. For example, if the project is created on Jan 5, 2022, the project exchange rate will be set to the exchange rate for that date and will not reflect changes to the workspace exchange rate. The exchange rate can be modified on the project (under project details), but only if no cost data has been entered.

The project currency cannot be changed if costs exist for a project.

To modify a project currency:

  1. Navigate to the project Details page
  2. In the Currency section, in the Project Currency field, select the project currency.
  3. Save your changes:
    1. Select Save.
    2. In the Summary & Settings panel, select Close.

    The Exchange Rate field is automatically populated with the exchange rate defined at the workspace level. You can change it if costs are not already defined for the project.

This setting is used in the following apps:

Cost and Funds
Portfolio Analysis
Resources
Risk
Schedule
Scope
Strategic Alignment
Tasks