Currencies Page

Overview

Use this page to configure the monetary unit or base currency used to store cost data for all projects in the database. You can also add and configure monetary units on this page.

Screen Elements

Add button

Enables you to create a new currency.

Customize View

Opens the Customize View dialog box.

Full Screen

Expands the current work area so it fills the entire display.

Print

Prints the Grid View.

Search

Searches the view or dialog box for data matching the criteria entered into the box.

Row Actions menu

Add: Creates a new item.

Delete: Removes the selected item permanently.

Duplicate: Creates a new item as a copy of the selected item.

Fill Down: Copies the data from the first cell selected to all other selected cells in the same column. Use CTRL or SHIFT to select multiple cells.

ID field

The abbreviation (ID) for the currency.

Name field

The name chosen for the currency.

Currency Symbol field

The symbol used to define the currency.

Decimal Digits field

The number of decimal places the currency will show.

Decimal Symbol field

The symbol used for decimal places.

Digit Grouping Symbol list

The available options to group digits.

Exchange Rate field

The exchange rate between the selected currency and the base currency.

Negative Format field

The format used to show the currency value as negative.

Positive Format field

The format used to show the currency value as positive.

Download

Enables you to download the view as an Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all columns are downloaded.

Getting Here

  1. Click Administration.
  2. On the Administration navigation bar, click Enterprise Data.
  3. On the Enterprise Data page, expand Global and click Currencies.

Related Topics

About Enterprise Data

Working with Enterprise Data

About Currencies

Adding a Currency

Defining a Base Currency



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Last Published Friday, October 1, 2021