What is SMART?
The SMART forecast in PMI is a daily breakdown of your monthly productivity/hours forecast . The SMART forecast allocates the month forecast to each day based…
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Knowledge Base
Explore articles, troubleshooting guidance and PMI updates.
Which rights do my users need?
User rights depend on what role and what department the user should have access to. You need to decide if the user needs editing rights or…
User administration
How do I change my password?
To change your password, enter Settings from the main menu. Here you can edit settings and preferences, including changing your password. Click here to read more…
User administration
How do I manage users?
All user administration (adding, editing, and deactivating and deleting users) is done via the User Administration module, accessed from the main menu. You need user administration…
User administration
What happens when I save/activate the plan in set up?
The final step creates the prepopulated pages for the budget holders to review and edit. When you press the Save button, PMI will create a set…
GoGreen
Why can’t I change the budget/forecast values directly?
If direct changes are made to the plan rows, then the whole link to a usage and a price will be broken and we will not…
GoGreen
Why can’t I change data in previous months?
All data in previous months is actual data. There is no need to make an estimate for something that has already happened. If you need to…
GoGreen
How is the plan data prepopulated? Where does the plan data come from?
The plan is pre-populated from two main sources when initially created.
GoGreen
When do I set up a plan?
Set up and activate a new plan when you need to pick up the latest information from Live forecast. A snapshot of Live forecast is taken…
GoGreen
What comparative (data) should I use?
The first time you set up a plan we would normally advise using last year's actual data as long as it had a fairly normal business…