Projects - Multi-Currency Overview

    There may be a need for you to support multiple currencies when it comes to the Projects you manage in Inspire Planner. This help article explains how Projects and it's related records function when multi-currency is enabled for your Salesforce org.


    Projects & Related Records

    You set the currency for a Project and all related records will inherit the same currency. For example, if you set the Project currency to EURO, then Project Tasks, related Salesforce Tasks, Project Teams, Risks & Issues, Checklist Items, Time Entries will automatically inherit the same currency of EURO. This only applies to objects that have a look-up to Projects out of the box as part of Inspire Planner. This means that if you create a look-up from an object (standard Salesforce object or custom object) to Projects, it will not automatically inherit the Project currency. 


    Projects & Templates

    Templates can be applied to Projects in two (2) ways - during Project creation and after a Project is created. Regardless of when a template is applied, the project currency will always prevail. This means that if you set the project currency to USD and the template has a currency of EURO, then all currency fields from the template will be converted to USD. This is true for Project Tasks, related Salesforce Tasks, Project Team member records and Checklist Items inherited from the template.




    Project Plan

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