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- From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
- Enter Benchmarks in the Start Search text box. Click the Benchmarks (Performance Center) You see the Performance Center and the Benchmarks workspace with a list of entities.
- Select the entity and click Edit.
The Edit Entity Details workspace opens in a new tab. - Confirm that the Entity Base Currency and Entity Inception Date fields are correct. For example, if you choose to use the Hedge Index benchmark for data on 4/30/2004, then the Entity Inception Date must be less than or equal to 4/30/2004 with the proper base currency. If incorrect, make the necessary changes.
To create a Hedge Index benchmark:
- Click Create New on the Home tab ribbon to create the custom benchmark to convert to another currency.
The Create New dialog box appears. - Select Custom Benchmarks from the Select Policy drop-down list.
The Select Custom Index Type drop-down list appears in the dialog box. - Select Hedge Index from the Custom Index Type drop-down list and click OK.
You see the Create New Custom Benchmark wizard with the Details page displayed. - In the Details page, enter the Effective Date, Entity ID and Entity Name for the custom benchmark.
- Select a value from the Entity Base Currency drop-down list.
- Enter the Inception Date for the custom benchmark. This field is not required, but as a best practice, Eagle recommends entering an inception date that matches the effective date of the earliest definition (that is, the earliest date associated with data entered) for the custom benchmark.
- Click Next.
The Hedge Index page opens. - Enter the required fields.
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