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Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 9 · Project Plan Types and Financial Plan Types

Currency and rate settings

Lesson 97 of 198 · 12 min

Select currency settings — project currency, project ledger currency, and which are enabled on the plan. Set conversion attributes. Select rate settings — which rate schedules the plan uses for cost and bill. Show a plan in two currencies, and a rate change affecting a regenerated plan. Multi-currency projects need this configured deliberately. A single-currency client can move quickly. Rate settings on the plan type connect to Module 6's derivation. A plan can use different rates from actuals — deliberately, for planning at standard rates — and that is a design decision to make consciously, not one to discover when plan and actual will not reconcile.

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In this module: Module 9 · Project Plan Types and Financial Plan Types

  1. 1Two kinds of plan
  2. 2Project plan types
  3. 3Financial plan types: the plan class
  4. 4Creating a financial plan type
  5. 5Generation options
  6. 6Currency and rate settings
  7. 7Budgetary control settings
  8. 8Plan version approval workflow
  9. 9What breaks
  10. 10Lab: two plan types, generated not retyped