Trimble Tilos Help

Understand Currencies

Tilos supports several currencies for the display and evaluation of costs. You can assign a different currency to every account, resource, or allocation. To maintain clarity within the cost calculation, cost summary values are not shown in different currencies; instead, there is a standard display currency which automatically converts all existing sums of different currencies to the selected currency.

Tilos supports several currencies for the display and evaluation of costs. Every account, resource or allocation can have an different currency assigned. In order to maintain clarity within the cost calculation the cost summary values are not shown in different currencies, there is a Display Currency. This automatically converts all existing sums of different currencies to the currency selected. It is essential for the conversion that a base currency is created that contains the factor 1,0.

Ways to access

In the Tilos Explorer, expand Library > Other Libraries > Currencies from the libraries and you will see a list of existing currencies in the working area.

Steps

Define currencies

For the conversion, it is essential to create a base currency that uses a factor of 1.0.

Select Tools > Options > Cost Settings tab and select a Display currency. In addition to the displayed currency, you can also select a Default currency, which is then automatically allocated to all newly created items that have a currency.
In the Tilos Explorer, click to expand Library > Other Libraries and double-click Currencies to see a list of existing currencies in the working window.

Add, edit, and delete currencies

Use the buttons on the right to:
- Add Currency - Add a new blank row in the table in which you can define another currency with a Name and Factor.
- Delete Currency - Remove a selected currency row.
- Edit Properties - Open the Currency Properties dialog for a selected currency where you can specify/edit the Name, Short name, and Exchange rate. For details, see the Setting Currency Properties help topic.
To edit which columns are shown in the Currency table, right-click a column header and select Setup to open the Spreadsheet Settings dialog. You can also Lock columns, Copy data to clipboard, and Reset to default from this context menu.

Exchanging Data with other Programs

Use your computer's clipboard to exchange data types from this list with other programs and vice versa. For more information, see the Export via the Clipboard and Import via the Clipboard help topics.

Import/export using the clipboard

Click either:

Export to Clipboard - Use this to copy all of the data in the list to your computer's clipboard to make it available to paste into other programs, such as Microsoft Excel for MS Project, Asta Powerproject, and Primavera:

First, click Export to Clipboard, check/uncheck boxes for all of the fields you want to include/exclude in the Fields for Clipboard Import/Export dialog, and change the Column Numbers and Column Letters to re-arrange the order of the exported columns.
Review the Clipboard preview at the bottom of the pane to see the order and fields that are ready for export and click OK.
Finally, paste from the clipboard into MS Excel or a similar tabular program by clicking in a cell and pressing Control + V.

Import from Clipboard - Use this to copy all of the data on your computer's clipboard to the open Tilos list.

First, copy from MS Excel or a similar tabular program to the clipboard by selecting data types you need in Tilos and pressing Control + C.
With one of the Project Data or Library lists open in Tilos, click Import from Clipboard, check/uncheck boxes for all of the fields you want to include/exclude in the import in the Fields for Clipboard Import/Export dialog, and change the Column Numbers or Column Letters to re-arrange the order of the imported columns.
Review the Clipboard preview at the bottom of the pane to see the order and fields that are ready for import and click OK. The data is pasted into your open Tilos list.

Fields that can be exported/imported

Currency, Name, and Ex rate

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Further information

Understand Costs

Understand Accounts

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