If you want to reactivate accounts in the Planning module (e.g., accounts that were previously removed from view), follow these steps:

Step-by-Step Instructions

Go to the Accounts View

• Navigate to PMI Planning → Profit & Loss → Accounts.
• Make sure you’re in the Edit View (gear icon must be enabled, not grayed out).

Enable ‘Show All’

• Tick the box “Show All” to display both active and deactivated accounts.
• This will also reveal rows that are grayed out or hidden.
• Ensure the correct department is selected (to avoid delays).

Locate the Deactivated Account

• Use the search box to type in the account number or name.
• You can filter multiple accounts by separating them with commas (e.g., 4101, 4305).

Re-Activate the Account

• Once found, locate the checkbox next to the account row — this enables/reactivates it.
• Note: You can’t “click” the row like a form — you must tick the checkbox to reactivate.

Save Your Changes

• Click the diskette/save icon in the top right.
• Once saved, the account will be active and visible in forecasts or budget input.

Tip:  If you still don’t see the account or it won’t activate:

• Make sure the account isn’t locked via period locking or hierarchy settings.
• You may need admin rights to reactivate accounts across departments.