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Displaying Project Actuals in Alternate Currencies

Note:

Note

When offering project actuals in alternate currencies, edit the Project page layout to include the Project Actuals Converted related list. For more information, see Customizing Page Layouts .

If you use multiple currencies, you can display project actuals converted into an alternate currency, enabling you to report on, and compare, project actuals in different currencies.

To set actuals in an alternate currency:

1. Click the Configuration Groups tab.
2. Click Go to list all configuration groups.
3. Click Actuals.
4. Click ProjectConversionCurrencies.
5. Add a value for each currency you want converted actuals data on.

To report on actuals in an alternate currency, create a new custom report type:

1. In Setup, click Create | Report Types.
2. Click New Custom Report Type.
3. Select Project Actuals for the Primary Object. Complete the rest of the fields to fit individual requirements.
4. Click Next.
5. Click Relate to other object and select Project Actuals Converted from the drop-down list. Retain other default settings.
6. Click Save.

Use this custom report type for all reports on actuals in converted currencies in your organization.

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