Home Portal

Skip to end of metadata
Go to start of metadata
 

For a description of the three left-hand panels, click here: Main Data - Project.

In the Currency tab, you can review the exchange rate between the base system currency and the currency used in the client's price profile for this task. If you have changed the exchange rate in Configuration, you can mark the date here, as well.

To change the base system currency or to select which exchange rates are used and how they are updated, go to Configuration > General Configuration > Advanced Configuration > Currency.  

Exchange Rate

The rate at which the base system currency can be exchanged for the currency used in the client's price profile for this project.  

This field cannot be manually modified.

  • To select a different base currency, go to Configuration > General Configuration > Advanced Configuration > Currency
  • To select a different price profile of the client, go to the Main Data - Project tab.
Date

The date when the exchange rate was updated.

Manually enter the date in the appropriate date format set in System Configuration or click Calendar and select from the calendar.

Exchange Rate Updated When

The way in which the exchange rate was updated.

The available ways are:

Manually enteredThe rate was manually entered by a user.
CreatedThe rate was automatically updated by the system in accordance to the settings selected in Configuration and entered when the individual task was created.

This field cannot be manually modified. The message here is entirely dependent on the way in which the rate was updated.

Click to modify.
Click to apply the modifications.
Click to terminate the modification process.