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Currency Conversions
Currency Conversions

Create and manage lists of Currency Conversions that can be used across Project Budgets within your Workspace

JD Williams avatar
Written by JD Williams
Updated over a week ago

Process

Creating a Template

  1. Within Lists & Templates, click on View Currency Conversion Templates

  2. Click Add Template at the top right corner, and enter in a name. This can be edited at a later time.

  3. Click on the template to manually configure your currency conversions. Click Add New Conversion, then select your base currency and your alternative currency. Enter your conversion rate from the base currency to the alternative currency, assuming that the unit of the base currency is 1.

    Tip: Remember to check conversion rates regularly for projects with multi-currencies to ensure your project budgets are accurately depicting the current conversion rates!

  4. Once you are done adding conversions, you can now use this template on your Project Budgets!

See also

Creating a Master Project Budget

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