Using the currency converter, you can model Opex objects in a currency other than the project currency.
1. Create or open an Opex object.
2. Go to the edit mode and click on the unit besides the value. Now choose « More currencies » in the dropdown menu.
3. Choose the currency of the opex object. The reference currency corresponds to the currency you have chosen in the « Master » section of the project.
4. Now add a new currency template by clicking on « Add Template » (Alternatively you can import a previously created currency template for this currency pair by clicking on « Import Template »).
5. Define a name for the currency template and determine the conversion rate.
6. Save the currency template by clicking on « Save ».
7. Afterwards save the currency translation and the Opex object with two clicks on « Save »
8. The defined exchange rate is now used for this Opex object and you can see the output converted to the reference currency.
Note: You can use the Currency Converter in the « Opex » section at the moment, but we will adapt this feature to other sections soon. Please contact us if you need this feature in another section.
