Add a Custom Currency

You can create custom currencies if the default currencies do not meet the needs of your organization.

To add a custom currency:

Navigate to the Currencies dictionary page
1. In the object selector, select a workspace.
2. In the sidebar, select  Summary & Settings.
3. On the Summary & Settings menu, select Dictionaries, and then select Currencies.
On the Currencies page, in a new row, complete the following fields:
- Name: Enter a unique name for the currency.
- Currency Code: Enter a unique currency code with fewer than 3 characters.
- Currency Symbol: Enter a currency symbol. The currency symbol is displayed next to monetary amounts in the application for users who chose to display currency symbols.
- Decimal Places: Enter the amount of decimal places to display. The application shows up to 5 decimal places.
- Sharing Method: Specify how the currency is shared between parent and child workspaces:
  - Manual: The currency can be pulled down by child workspaces individually, using the Assign button in each child workspace. This is the default option.
  - Automatic: The currency is pushed down to child workspaces automatically.
Save your changes:
1. Select Save.
2. In the Summary & Settings panel, select  Close.

This setting is used in the following apps:

Cost and Funds

Portfolio Analysis

Resources

Risk

Schedule

Scope

Strategic Alignment

Tasks