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    Home New York IT Business Management IT Business Management Project Portfolio Management Project Portfolio Suite with Financials Currencies and budget reference rates

    Currencies and budget reference rates

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    Currencies and budget reference rates

    The support for use of multiple currencies provides conversions for budget items in different currencies.

    Currency support

    The application can use a base currency, also called the reporting currency that you specify with system properties. You can also specify other currencies for budgets and budget items.
    Table 1. Currency usage
    Item Currency used
    Budget plan A currency that you specify on the Budget Plan form. When the plan is converted to a forecast, the application converts the currency to the reporting currency.
    Budget plan items A currency that you specify on the Budget Item form.

    If the budget plan item has currency different from the budget plan currency, the budget plan item amount is converted to the budget plan currency.

    Budget forecast The reporting currency.

    Budget reference rates

    Budget reference rates are exchange rates between currencies. Each reference rate is valid for a specified time period. The application uses budget reference rates when budget items are in a different currency from the budget plan and forecast. The application automatically converts budget item currency values to a global system currency value when it calculates the Budget Amount on a Budget Plan, and when it shows values on budget forecasts.

    Note: Currency support is for budgets only. You cannot create allocations in multiple currencies.
    Related tasks
    • Activate Project Portfolio Suite with Financials
    • Activate Investment Funding for PPM
    Related concepts
    • Strategic Spend Tracking for PPM
    • Out-of-the-box Project Portfolio Suite with Financials Performance Analytics Solutions
    Related reference
    • Related lists added for financials
    • Business stakeholder role for PPM

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      Currencies and budget reference rates

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Currencies and budget reference rates

      The support for use of multiple currencies provides conversions for budget items in different currencies.

      Currency support

      The application can use a base currency, also called the reporting currency that you specify with system properties. You can also specify other currencies for budgets and budget items.
      Table 1. Currency usage
      Item Currency used
      Budget plan A currency that you specify on the Budget Plan form. When the plan is converted to a forecast, the application converts the currency to the reporting currency.
      Budget plan items A currency that you specify on the Budget Item form.

      If the budget plan item has currency different from the budget plan currency, the budget plan item amount is converted to the budget plan currency.

      Budget forecast The reporting currency.

      Budget reference rates

      Budget reference rates are exchange rates between currencies. Each reference rate is valid for a specified time period. The application uses budget reference rates when budget items are in a different currency from the budget plan and forecast. The application automatically converts budget item currency values to a global system currency value when it calculates the Budget Amount on a Budget Plan, and when it shows values on budget forecasts.

      Note: Currency support is for budgets only. You cannot create allocations in multiple currencies.
      Related tasks
      • Activate Project Portfolio Suite with Financials
      • Activate Investment Funding for PPM
      Related concepts
      • Strategic Spend Tracking for PPM
      • Out-of-the-box Project Portfolio Suite with Financials Performance Analytics Solutions
      Related reference
      • Related lists added for financials
      • Business stakeholder role for PPM

      Tags:

      Feedback

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