Identifying Activity Plan Currency

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Allocadia allows you to use different currencies for different Activity Plans (formerly Budgets) to suit the needs of your business. For global organizations, there may be different currency views used at various different places in the Hierarchy structure on the Home Tab. Identifying your local currency at the activity level allows you to understand which currency you are working in, and make conversions with ease.

To identify your activity level currency:

  1. On the Home Tab, locate your desired activity plan.
  2. Locate the Currency Column in line with your desired activity plan. Your local currency will be displayed.
    Note: You can only view activity-level currency on the Home Tab, you cannot view it from the Activities Tab.
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