How to Change Currency Globally and on Project Level

Introduction

This guide will show you how to set and change currency settings in Easy8. This is useful for ensuring that financial data in budgets and cost-related features are displayed in the correct currency both globally and per project.

Target Audience

Administrator

Prerequisites

Before starting, ensure you have:

Administrator access rights
Access to project settings and global administration

How to Change Currency Globally

Step 1: Go to Global Currency Settings

Open the Global menu
Navigate to Administration
Click on Currency

Step 2: Set or Modify Default Currency

You will see a list of available currencies
Use the checkboxes to select active currencies
Choose one default currency that will be used for all new projects and financial displays globally
Save your changes

How to Change Currency for a Specific Project

Step 1: Open Project Settings

Go to the project where you want to change the currency
Click on Project controls >> Edit project
In the Edit project form, find the Currency select field in the main section of the form

Step 2: Select Project Currency

Choose a different currency from the dropdown list
This currency will apply only to this project's budget calculations and displays
Save your changes

Corner Situations

Additional Notes

Moreover, the Budgets plugin (incomes, expenses, personal costs, profit...) is now integrated with Currency. This makes working with currencies even simpler as you can select the required one using an easy drop-down list directly in Budgets, without the need to change the Currency settings on the global or project levels.

Conclusion

You have successfully learned how to change the currency settings globally and per project. These settings help you manage multi-currency environments and ensure financial data is displayed correctly.