Important: Accounts that already hold any data (actuals, budget, forecast) cannot be deleted outright. In PMI we de-activate them so they no longer appear in reports or input screens. Step-by-step (de-activating an account) Open the Accounts tool: Planning ▸ Profit...

When you build a report in Planning → Report setup, PMI lets you decide who can see and run it.The key setting is the owner / scope of the report. 1. Create the report as usual Go to PMI Planning → Report setup. Click New report (or open an existing draft). Design the...

The "Display per unit" checkbox in the Percent block changes how percentages are calculated and shown. Instead of calculating percentages based on total values, it shows them relative to each operational unit — like per room night, guest, or cover. Use "Display per...

In PMI’s Planning module, the “Factor” option allows you to automatically multiply values from other lines — instead of entering a fixed value or percentage manually. It’s perfect for calculating costs or figures tied to volume or activity levels. Example 1: Laundry...

In PMI’s Planning module, you can tailor reports to your needs by customizing existing views or creating new ones, provided you have the appropriate user rights. There are two main ways to get report-style outputs. 1. Customize a View in the Accounts Page (most...

Only sub-accounts can be added manually within PMI. If you’re trying to add a completely new account (i.e., not under an existing account), this must be done using the Excel upload template. To Add a Sub-Account (no file needed): You can add a sub-account in Planning...

In the Planning Module Settings, each chain or property can define an Actual Date Delay Offset. This determines how many days PMI waits after month-end before switching from “Live Forecast” to “Actuals” in the P&L view. Example scenario: For a chain/property,...