Initial Project Configuration

Renaming project

To rename current project, use the File > Rename command on the menu.

In the window that appears, enter the new project name and then confirm it by clicking OK.

Setting up calendar period

To modify the calendar period, on the Plan menu, click Set calendar Period.


Start Date - Specify the project start date
Finish Date - Specify the project finish date
Confirm changes by clicking OK

Adding more currencies

If you need to use accounts with different currencies, first add the necessary currencies to your project. For that purpose:

  1. On the Tools menu, select the Currency List… item.
  2. To display the list of available currencies, select the Show all currencies option.
  3. Find the currencies you need and select them.
  4. Close the window by clicking Close.

For details on using the Currency List window and configuring different currencies, please refer to Configuring Currencies.