The following steps will guide you through the implementation process for Bonterra's Cybergrants Multi-Currency Extension, from initial planning through post-implementation management.

Pre-implementation planning 

Step 1: Define program requirements to determine supported currencies 

• Identify applicable proposal types.
• Specify rules for local currency and define the Min/Max table values, including gift and hour parameters.
• Determine whether to use static or floating currency rates. 

Step 2: Assess technical readiness 

• Confirm the inclusion of donor currency in the Human Resources (HR) file.
• Ensure fiscal years are aligned across applicable proposal types. 

Step 3: Coordinate resources and timeline 

• Engage internal stakeholders.
• Allocate solution credits and set milestones with your Project Manager. 

Implementation process 

Step 4: Customization Impact Analysis 

• CyberGrants will assess current integrations and update logic where necessary for existing customers. 

Step 5: Currency Backfill 

• For existing customers, CyberGrants will populate local currency data in legacy records. 

Step 6: Configure the Min/Max reference table 

• Populate all required values.
• Upload static rates if applicable. 

Step 7: Implement match logic and portlets 

• Activate Donor and Proposal Type Portlets.
• Enable full match function behavior and test constraints. 

Step 8: Complete User Acceptance Testing (UAT) 

• Verify the accuracy of match creation, submission criteria, and balance tracking. 

Post-implementation management 

Step 9: Monitor and review 

• Track usage, donor feedback, and portlet data. 

Step 10: Plan for updates 

• Submit annual changes to Min/Max table or static rates as needed. 

Step 11: Communicate internally 

• Keep stakeholders informed of any changes. 

Step 12: Manage modification requests 

• Submit any changes through Support, keeping in mind the annual update limit.

What else do you need help with?

• What is the Multi-Currency Extension?

Not what you're looking for? Navigate to Multi-Currency Extension Overview

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