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Selecting a Project's Currency Type



When you create a new Project, you have the ability to set the project's currency type. Any members that are added to the project with a matching currency cost rate will have it automatically assigned.

How to Set a Project's Currency

  1. Hover over Projects from the left-side nav bar and select Add New . The Create a New Project page opens. 
  2. In the Financials section, click on the Currency drop-down menu and select the project's currency type. Currency_dropdown.png
    Note: When a new project is created with the specified Currency type, every member you add will have their cost rate default to the currency of the project. However, if a specific member has an Account Cost Rate Override for that Project, that cost rate will be used instead.
  3. Click on Create Project to save your changes. In the main Project List, the Total Cost column shows the currency cost rate selected for the project.Projects-Total-Cost-Filter.png


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