The Currency Exchange tab is a part of the Project Management portfolio but is only accessible to user who have been assigned an “Admin” role. This feature enables admins to identify the currency relevant for the project and get the exchange rates in the desired format.
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Steps to perform currency exchange
Navigate to the Currency Exchange tab
Select the currency you wish to convert and the target currency from the drop-down list provided.
Add in the dates for which you wish to see the exchange rate.
Click request data for the exchange values
Once an exchange has been requested, admins receive an email confirming their request process.
Admin will be able to view the exchange data by selecting the export button displayed on the screen.
The grid in the workspace also provides details on all currency exchange requests raised in the project.
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Note: The exchange values requested on this screen are applied to all the relevant currency fields in the project.