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:

  1. Navigate to the Currencies dictionary page
  2. 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.
  3. Select Save.

This setting is used in the following apps:

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