In cases where you are housing multiple activities in the same Activity Plan but have different currency values, the drill down currency feature allows you to set different currency rates for multiple currency entries in a single Activity Plan. This is valuable as your monthly exchange rates change through the course of your fiscal year.
- On the Home Tab, select Master Settings in line with the desired Folder
- On the Settings page, navigate to the Currency Tab under Template Setup
- Click on the Drill-down Currencies drop-down list to the right of the screen and tick the checkbox of the desired currency. The selected currency will be added under the Drill-down Exchange Rates.
Note: If you wish to remove a Drill-down currency, deselect the checkbox from the Drill-down currency drop down. However, if the currency is in use for a Activity Plan you will not be able to remove it from the Drill-down section.
- Enter custom column exchange rates for any currencies shown in the Drill-down Exchange Rates section as needed. By default all of your currency type columns display here.
Note: Disabling a Drill-down currency will not affect any cells that are already using the currency; it will only remove this currency from the budget cell input drop down.