Currency Configuration Wizard

Once you configure a currency in your EMS database, you can assign the currency to buildings, categories, and/or calculations. You can assign the currency to a single building, category, or calculation during configuration. You can also use the Currency Configuration Wizard to assign the currency to multiple buildings, categories, and/or calculations in a single step.

To use the currency configuration wizard:

  1. On the EMS menu bar, click System Administration > ToolsCurrency Configuration Wizard

    The Currency Configuration Wizard opens.

  2. In Currency, select the currency to assign, and then click Next

    The Buildings page opens. This page lists all the buildings configured in your EMS database.  

  3. On the Available list, select the building, or Ctrl-click to select the multiple buildings to which you are assigning the currency, and then click Move (>) to move the selected buildings to the Selected list.

    When you assign a currency to a building, the currency is used to price all the rooms in the building. If a building is not available, you can configure it.

  4. Click Next

    The Categories page opens. It lists all active categories configured in your EMS database.

  5. Select the category, or Ctrl-click to select the multiple categories to which you are assigning the currency, and then click the Move button (>) to move the selected categories to the Selected list. When you assign a currency to a category, the currency is used to price all the resources in the category. If a category is not available, you can configure it.

  6. Click Next

    The Calculations page opens. This page lists all the active calculations that are currently configured in your EMS database.

  7. On the Available list, select the calculation, or Ctrl-click to select the multiple calculations to which you are assigning the currency, and then click the Move button (>) to move the selected calculations to the Selected list. When you assign a currency to a calculation, the currency symbol is used to display the results of the calculation. If a calculation is not available, you can configure it.

  8. Click Finish

    A confirmation message opens.

  9. Click Yes

    A success message opens.

  10. Click OK.