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Planview Customer Success Center

Currency conversion is not working on UDF named "Net COS Budget"

SYMPTOMS:
A custom field was created called Net COS Budget. This field is the result of subtracting the Sum of Cancellations field from the Revenue forecast field on the opportunity record.
When this field is used in reports, currency conversion is not working.
This is occurring for all users in all environments.

REASON:
For the data provider that contains the udf column, the "column for monetary value" was not checked or defined


RESOLUTION:
Create a new data provider for the report in order to define the column property correctly.
Since the data provider is already used by reports, the “column for monetary value” cannot be defined or updated unless all associated data is removed.
Updating the existing data provider can only be done if its deleted/removed from all other reports.

The "column for monetary value" can be defined using the following steps:
1) Login to System Manager
2) Expand Reporting
3) Click on Data Provider Configuration
4) Select a:
a. Provider category
b. Provider
5) Then click on the udf
6) Under the "Modify Data Provider Column Settings" section
7) Check the "Column for monetary value" checkbox
8) Define the currency information and billing office
9) Click Save.