Using Multi-Currency in EPM 2007

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Using Multi-Currency in EPM 2007

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EPM 2007 handles multi-currencies at the Project level using the following four options (Tools -> Options -> View -> Currency options):

¾  Symbol

¾  Decimal digits

¾  Placement

¾  Currency

While this works fine at the project level, there is no out of the box mechanism to manage exchange rates between each of the project currencies. For instance if you enter costs in Dollars ($) in Project A, and in Euros (€) in Project B, the data will be added on the server if you have a view that sums the two.

Therefore if you do work with different currencies it is key to put in place a currency conversion mechanism (in the Reporting database using Events, and potentially Analysis Services 2005 currency conversion functionalities for instance).

Currency information at the project level is stored in the following tables:

MSP_PROJECTS table in Published database:

Column

Type

Sample Value

PROJ_OPT_CURRENCY_SYMBOL

nvarchar(4)

PROJ_OPT_CURRENCY_DIGITS

nvarchar(20)

2

PROJ_OPT_CURRENCY_POSITION

smallint

3

 

MSP_EpmProject table in Reporting database:

Column

Type

Sample Value

ProjectCurrency

nvarchar(4)

EUR

The currency field is based on ISO 4217 (USD, JPY, EUR, and so forth); for a complete list refer to: http://www.id3.org/ISO_4217

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