Set up exchange rates

Workfront supports different currencies for customer organizations that are multinational companies. Exchange rates can be used on projects and reports to reflect financial information in different currencies from around the world.

Exchange rates are managed by system administrators. Additional currencies can be set up as needed for your organization.

Workfront’s default base currency is the United States dollar. This is the currency that financial information will be calculated in by default. This default can be changed globally and on individual projects.

Set up currencies and exchange rates

An image of selecting exchange rates

Select Setup from the main menu.

  1. Expand Project Preferences in the left menu panel.
  2. Click Exchange Rates.
  3. Click the Add Currency button.
  4. Select the country currency from the dropdown.
  5. Enter the desired exchange rate for the currency.
  6. If a currency other than the U.S. dollar should be the Workfront system’s base (default) currency, click the button next to the currency name.
  7. Click Save when all currencies have been added.

An image of adding a currency to the exchange rates list

Workfront does not update or track current market values for exchange rates. Updates, if needed, must be done manually.