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Currency settings

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What is Currency settings

Its a functionality that enables you to set and maintain currency in PMI. It’s only applicable for Benchmarking, P&L and Portfolio Perspective. These settings affect all three views.

What is its purpose?

It allows you to set date period, have different currencies for Budget, Forecast and Actual. Please note that latest period and type setting are always in use. Historic periods are for reference only.

Intended users and requirements

This functionality is accessible to HQ Administrator, please contact support on for more information.

How does it work?

To create a new period use the Create button and add the period you want to add.

The currencies used are set by d2o but the maintenance of the currencies can be done in this module. Actual needs to be populated but Budget & Forecast is a choice, if not added the Actual rates will be used.