Pipeline Settings Dialog Box

If your firm uses the Multicurrency feature in Vision, use the Pipeline Settings dialog box to select the currency in which you want to calculate and display pipeline amounts on the Pipeline chart in the Dashboard area of the Business Development workspace.

Location

To display the Pipeline Settings dialog box, complete the following steps:

1. In the Business Development workspace, click to go to the Dashboard area.
2. Click above the upper-right corner of the Pipeline chart.

Contents

Field	Description
CURRENCY	If your firm uses the Multicurrency feature in Vision, click to select the presentation currency for the Pipeline chart. iAccess then converts all estimated revenue and weighted revenue amounts to that currency, based on currency configuration information in Vision and using today's date as the exchange date. The drop-down list contains all currencies that are enabled in Vision for your firm and have exchange rates defined. If you use the Multicompany feature in Vision, it contains all currencies for all companies. If your firm does not use the Multicurrency feature, this field is not available. The initial default currency for the chart is the functional currency for your home company in Vision. If you select a different currency, that currency becomes your new default currency for the chart.
Save and Cancel	Click Save to save the current selection, close the dialog box, and update the chart. Click Cancel to close the dialog box without changing the presentation currency.