Establish Opportunity Currencies and Rate Tables - EcoSys - 4.11 - Help - Hexagon

The Currency and Rates tab allows you to specify the exchange rates in the rate table for the opportunities.

Exchange rate tables must be defined for any organization that use multiple currencies.

Follow the procedure below to setup the opportunity exchange rate table.

1. In the Opportunity Details panel, click the Currency and Rates tab.

   In the Currency and Exchange Rate Table panel, a new project exchange rate table is created specific to each opportunity.

2. In the Currency and Exchange Rate Table panel, click the Project Currency ellipsis and select the project currency for the opportunity.

   

   • By default, the Opportunity Currency selected while creating the opportunity appears.

   • For the opportunities that are created from template, the Project Currency is inherited from the template.

3. In the Exchange Rate Table Rates panel, enter the respective exchange rates.

   

   • The Exchange Rate Table parameter is read-only.

   • By default, the exchange rates are inherited from the Project Fixed rate table in the admin.

4. Click SAVE.