Establish Estimate Template Currencies & Rates - EcoSys - 2.04 - Administration & Configuration - Hexagon PPM

EcoSys Core and Projects Administration (2.04)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
2.04

The Currency & Rates tab provides for the identification of template-specific currency and rate tables.

Definition of the Project Exchange Rate Table is mandatory for any organization utilizing multiple currencies.

Follow the procedure below to establish the template currencies and rate tables.

  1. In the Estimate Template Setup panel, click the Currency & Rates tab.

    By default, the last selected estimate template appears in the Template ellipsis. To change the estimate template, click the Template ellipsis and select the required estimate template.

  2. Click the ellipsis to select the required values for the following fields:

    • Project Currency - Select a project currency.

    • Project Exchange Rate Table - Select a project exchange rate table.

    • Project Hours Rate Table - Select a project hours rate table.

    • Project Quantity Rate Table - Select a project quantity rate table.

  3. Click SAVE.