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Planview Customer Success Center

Currency Permissions

All currency-related settings are on the Organization/Finances/Settings and Organization/Finances/Currencies pages. To view or configure any of the settings, users must be associated with a permission profile that grants view or edit permissions to these pages. Permission can be granted to individual users, or members of groups or units.

For more information about permissions, see About Profile-Based Permissions.

Note: Must be member of Resource group to assign rates to resources.

To grant permission to Finances pages

1.      Go to Admin/Permission Profiles.

2.      Click New and name the profile something like "Full Edit Multi-currency", or, select an existing profile that is appropriate to have these permissions.

3.      Click Add and create a Group, Unit, or User rule if a new profile, or, if additional users should be added to an existing profile.

4.      In the Permissions Hierarchy, click Organization Finance Settings and Organization Currencies -  or whatever combination suits your needs. You might want certain users to be able to view but not edit, or see the Settings page but not the Currencies page.

5.   Click Save.