PMI · Knowledge Base

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Current guidance

Recently updated

KB Article

How to add other non-operating revenue in Planning

To add or update other non-operating revenue in the Planning module using manual entry, constants, even function or source definitions that combine multiple inputs.

PMI planning

KB Article

How to make a profit forecast

We will now focus on what steps to take to produce a profit forecast in PMI Planning.

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

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

KB Article

How to populate and edit accounts

Accounts are integral to all departments for constructing budgets and forecasts within PMI's Planning and Profit & Loss (P&L) modules. Depending on the internal structures of…

Profit & loss

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