Establish Estimate Project Currencies and Rate Tables - EcoSys - 4.11 - Help - Hexagon

EcoSys Projects Help (4.11)

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EcoSys
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EcoSys Standard Version
4.11

The Currency and Rates tab allows you to select the Project Rate Table and specify the exchange rates in the rate table for the estimate projects.

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

Follow the procedure below to setup the estimate project currency and exchange rate table.

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

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

    • By default, the Project Currency selected while creating the project appears.

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

  2. In the Currency and Exchange Rate Table panel, click the Project Rate Table ellipsis and select the required project rate table.

    The Project Rate Table attribute is read-only for closed projects.

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

    • The Exchange Rate Table parameter is read-only.

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

    • You can edit the exchange rates even for the closed estimate projects as the budgets would be still in unapproved state.

  4. Click SAVE.