PMI · Knowledge Base

How can we help you get the most out of PMI?

Search our Knowledge Base for step-by-step guides, solutions and the latest updates.

New to PMI?

Start with what you do.

Find your role and the guidance to get started.

Explore

Browse by topic

Open an article or expand a subcategory to find the guidance you need.

View all content
77 articles
40 articles
27 articles
54 articles

Subcategories

View topic page
55 articles
20 articles
Administration29 articles
Cockpit54 articles
Data analysis views18 articles
FAQ110 articles

Subcategories

Benchmarking7 articles
Budget & forecast7 articles
Cockpit15 articles
Flash report13 articles
Food cost10 articles
GoGreen6 articles
Home page3 articles
Live forecast12 articles
Management perspective6 articles
Mapping10 articles
PMI index1 article
Profit & loss4 articles
Schedule9 articles
User administration6 articles
View topic page
General user knowledge6 articles
Getting started87 articles

Subcategories

Mapping7 articles
PMI Management Concepts7 articles
Setup & configuration3 articles
System integration68 articles

Subcategories

View topic page
View topic page
GM's corner3 articles
GoGreen77 articles
KPIs4 articles
Live forecast20 articles
Miscellaneous1 article
Onboarding17 articles
PMI adoption index2 articles
PMI homepage2 articles
PMI planning55 articles
Video tutorials52 articles

Subcategories

Administration1 article
Benchmarking1 article
Cockpit videos21 articles
Data analysis views3 articles
GoGreen4 articles
Live forecast7 articles
Onboarding40 articles
PMI adoption index1 article
PMI Planning11 articles
View topic page

View all topics A–Z

Looking for something else? Try searching our Knowledge Base.

Current guidance

Recently updated

KB Article

What does the PMI knowledge base cover?

Explore the PMI knowledge base: available guidance, current content totals and links to articles by topic.

General user knowledge

KB Article

How PMI calculates Planning assumption values

Explains how PMI calculates and displays Planning assumption values, including implied actuals, variances, group totals, Fast-fill, Auto-fill, and Plan vs Actual export totals.

Profit & loss · Profit & loss

KB Article

How to use Planning assumptions

Create, manage, and update planning assumptions and groups for budget and forecast calculations in P&L.

Profit & loss · Profit & loss

KB Article

Planning assumptions overview

Learn how Planning assumptions support budget and forecast calculations, where they are used, who can access them, and how to open them in PMI.

PMI planning

KB Article

Constants explained: how they work in PMI Planning

A constant in PMI Planning is a defined numeric value used to apply a consistent amount or ratio across one or more forecast periods. It's commonly…

Profit & loss

Still need help?

Talk to the d2o support team.

Contact support