The Currency & Rates tab provides for the identification of estimate project-specific currency and rate tables.
Definition of the Project Exchange Rate Table is mandatory for any organization utilizing multiple currencies.
Follow the procedure below to setup the estimate project currency and rate table.
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In the Project Details panel, click the Currency & Rates tab.
By default, the last selected project appears in the Project ellipsis. To change the project, click the Project ellipses and select the required project.
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Click the Project Currency ellipsis to select the project currency.
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Click the Project Exchange Rate Table ellipsis to select the project exchange rate table.
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Click SAVE.
