Certain reports have the ability for you to select the currency you want to use. Which report are you running?
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Conversion of currency fields at project level to base currency equivalent while reporting
Currently we have projects in different currencies. What is the method to achieve following:
While reporting , all currencies at the project level to be converted to base currency equivalent and displayed in the report.
For example:
Project A : BUDGETED :100$ Actual : 122$
Project B: BUDGETED: 200 Euros Actual: 150Euros
But while reporting
Project A : BUDGETED: 100$ Actual: 122$
Project B:BUDGETED: 271.17$ Actual: 203.3 $
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It is custom report run via clarizen excel add in
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Ophira,
Yes. You should be able to use the Excel Plug-In to query and filter on the specific Project you require and it will show which are are using USD and which are using EUR. Based on the Project level (USD or EUR). The calculation will be handled accordingly. This is basically querying what you already have in your Project in Clarizen, so if it is showing correctly in Clarizen, it will show correctly in Excel when you query for it.
Sincerely,
Boris Krutiy
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