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.

Analyze Data Usage button

Analyzes the usage of the data items listed in the grid.

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.

To see the following columns, click Analyze Data Usage.

User Count field

The number of users currently using the corresponding data item. To see a list of the users using the corresponding data item, click the link.

Resource Count field

The number of resources currently using the corresponding data item. To see a list of the resources using the corresponding data item, click the link.

Download

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

Getting Here

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

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