Creating a Currency

  1. Starting from the top navigation, click > Planner > Settings > Currencies.

  2. Click Add new currency.

    3. A dialog box opens.

  3. Define the currency name and currency code.

  4. Click Save.

You have created a currency and can define this currency as a reference currency for a year or as a working currency for a planning element. In the budget view, you can choose whether the Currency Column displays the working or reference currency.

If you want to delete a currency, select it in the list and then click the Recycle Bin icon.