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Changing the Workspace Currency

The workspace currency in Proliance is defaulted to the US Dollar (USD) when the workspace is initially created, but you can amend this to reflect a different workspace currency by editing the Workspace Currency document.

The Workspace Currency document can have multiple currencies listed, but you can determine which one is defined as the Workspace currency, as it will contain a 'Yes' value in the Workspace Currency field.

Only one currency can be defined as the Workspace currency at any one point in time.

ClosedTo change the currency for a workspace

  1. Go to the specific Workspace that you wish to change the currency for.
  2. Open the Workspace Currency document in edit mode. (It can be found under Cost in the Administration section of the Workspace document.
  3. The Main page of the currency appears.
  4. Change the Title, ISO Currency Code, and Currency Code fields to the reference the required currency.
  5. Ensure also that correct values are entered for the Conversion Rate to Org and Conversion Rate to Portfolio fields, otherwise currency conversion errors may occur between the Workspace and Org or Workspace and Portfolio

    6. You must ensure all the headings marked with an asterisk (*) are entered. All other headings are optional.

  6. Click Save.

    7. Proliance saves the changes. Click Exit Edit Mode when you are finished editing.

Note:

  • All Workspaces that use this Workspace as a reference should also have this required currency set as the Workspace Currency. If this is done in the Default Standalone Template Workspace and the Default Managed Workspace Template in the Default Template Portfolio, all Workspaces based on these documents will use the required  currency.