Currency | Online Help | Zoho Projects

Currency

Business transactions are not limited by geographies. Currency allows you to track and manage project costs using base currency set for your organization. Set an exchange rate to determine the value of the project in the base currency.

Benefits

  1. View and export planned costs, actual costs, forecasted cost, project budget, and invoiced amount in base currency
  2. Export timesheet reports in base currency
  3. Track global planned vs actual costs in base currency
  4. Automate currency conversion by setting exchange rates

Set base currency

  1. Click    in the top navigation panel.
  2. Click Portal Configuration and select Project & Budget.
  3. Navigate to Currency tab and click Set Base Currency.
  4. Enter the Currency type, Symbol, Decimal places, Format and the Exchange rate.

Base currency cannot be changed once it is set.
Existing project currencies will be listed after the base currency and exchange rates are set.
If Zoho Invoice integration is enabled, the base currency will be taken from Zoho Invoice and cannot be changed.

Add New Currency

  1. Click    in the top navigation panel.
  2. Click Portal Configuration and select Project & Budget.
  3. Navigate to Currency and click Add Currency.
  4. Enter the Currency type, Symbol, Decimal places, Format and the Exchange rate.
  5. Click Save.

 A Maximum of 10 currencies can be added.

Select Currency While Creating a Project

Select a currency to track costs while creating a project.

  1. Click Projects in the left navigation panel to access projects list view.
  2. Click New Project.
  3. Navigate to Budget in the new project form.
  4. Select Currency.
  5. Fill in the other relevant details.
  6. Click Add.

Edit Currency

  1. Click    in the top navigation panel.
  2. Click Portal Configuration and select Project & Budget.
  3. Navigate to Currency and hover over the currency you would like to edit.
  4. Click  and select Edit.
  5. Edit the required fields and click Save.

Delete Currency

  1. Click    in the top navigation panel.
  2. Click Portal Configuration and select Project & Budget.
  3. Navigate to Currency and hover over the currency you would like to delete.
  4. Click  and select Delete.
  5. Confirm your action.
Currency cannot be deleted it is used in a project.

View Costs in Base Currency

Costs can be viewed in the base currency in the following locations:

  1. Global Planned vs Actual report
  2. My Timesheet report
  3. Project list view
  4. Task classic and list view (costs will be shown in both base currency and project currency. Base currency will not be shown if it is same as the project currency.)
  5. Milestone and Task List details page (costs will be shown in both base currency and project currency. Base currency will not be shown if it is same as the project currency.)

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Portal Configuration in Zoho Projects - Concept

                                                                                                        Configuring your portal in Zoho Projects is a critical step in tailoring the platform to your organization's needs. This involves various actions, from establishing project timelines and budget parameters to automating tasks. Consider a scenario ...
                                                                                                      • Revenue Budget

                                                                                                        In Zoho Projects you can now track project revenue along with the project cost. Project Revenue is the amount expected to be paid by the client and Project Cost is the verifiable expenditure made by the project user. Project managers can track the ...
                                                                                                      • Manage Users in Zoho Projects - Concept

                                                                                                        Managing users in Zoho Projects involves adding portal users, clients, and team members. Users can also be assigned to predefined profiles and roles or to custom profiles and roles to define responsibilities and access levels. It is crucial to manage ...
                                                                                                      • User Budget

                                                                                                        In Zoho Projects, users can be allocated budget at a project level. The budget type can be set based on user amount or user hours. By allocating budget to users, project managers can track, monitor and control expenditure, ensuring efficient ...
                                                                                                      • Project Budget

                                                                                                        Managing budget is a crucial part of any project. A budget can help managers improve cost management and reduce budget overruns. Project managers can view the planned versus actual cost in real time with the budget status report. Multiple currencies ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources