---
title: Configure multicurrency for planning items
description: Select investment currency as an additional currency, which can be different from your functional currency, to manage financial records of your planning items.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/config-investment-currency-ppw-fin.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Manage financials for planning items, Portfolio Planning, Strategic Portfolio Management]
---

# Configure multicurrency for planning items

Select investment currency as an additional currency, which can be different from your functional currency, to manage financial records of your planning items.

## Before you begin

-   [Enable monetary benefit plans for planning items](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/enable-benefitplans-spw-fin.md)
-   Role required: admin

## Procedure

1.  Navigate to **Workspaces** > **Portfolio Planning** and select portfolio plan.

2.  Select a planning item from the Planning module.

3.  Select the **Financials** tab.

    In the **Currency** field, the current system currency is displayed. For example, if your Functional currency is in USD, the field is displayed as **USD \(Functional\)**.

<table id="choicetable_d3h_yqx_jhc"><thead><tr><th align="left" id="d280878e110">

Planning item type

</th><th align="left" id="d280878e113">

Procedure

</th></tr></thead><tbody><tr><td id="d280878e119">

**Demands**

</td><td>

Users will have three set of configurations:1.  Demand currency, or also called as Functional currency which is managed by your locale.
2.  Define the Investment currency for Demand, which is used to track Demand-level financial records.
3.  Investment currency for converted artifact, the Investment currency for any planning item created from Demand, such as a Project, Epic, or any other planning item.
Use the following ways to define the investment currency for Demand and artifacts.1.  Select **Currency** field, and select the **Edit investment currency** option.

Edit investment currency modal is displayed with options to select investment currency.

2.  Define the investment currency of you demand using the **Investment currency** list.
3.  Define investment currency for the future artifact using the **Investment currency for converted artefact** list.


</td></tr><tr><td id="d280878e165">

**Other planning items**

</td><td>

1.  Select **Currency** field, and select the **Edit investment currency** option.

Edit investment currency modal is displayed with options to select investment currency.

2.  Define the investment currency of you demand using the **Investment currency** list.


</td></tr></tbody>
</table>4.  Select **Confirm** to save the investment currency selection.