How to change the display currency

We currently provide a common set of display currencies on the Planner and Forecast pages if you have enabled the display budget option.

If you require a currency that isn’t listed we can easily add it, please raise a support ticket to have the currency added. https://teamform.co/help

TeamForm is not a financial management tool so, the use of a display currency is simply to visualise the preferred currency to the organisation.

It is common to show a budget in either the Planner or Forecast tabs, we do not have customers typically using both. As we learn from our customers and their usage, we will keep a close eye on how to make this more intuitive and useful to a broader set of use cases.

How to change the display currency

To configure or change the current currency, you will require admin access to the Workspace settings.

To access the settings

Steps	Screenshots

Steps	Screenshots
Click on the settings icon Click on Workspace details
Select the preferred display currency from the drop down Click “Save to workspace”

Next: if you have configured Planner or Forecast to show a budget you will see the display currency symbol visualised on screen.

Note this is a display currency, it has not changed any underlying numerical budget data, so you still maintain flexibility when reporting or exporting your data via API.