How to create or customize a report in PMI Planning
In PMI’s Planning module, you can tailor reports to your needs by customizing existing views or creating new ones, provided you have the...
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Can I add a new account without downloading and uploading an Excel file?
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...
Why “Live forecast” appears instead of “Actuals” in P&L at month start
In the Planning Module Settings, each chain or property can define an Actual Date Delay Offset. This determines how many days PMI waits after...
Accessing video playlists and tutorials in PMI
Users can find in-app help and video guides in several places within the PMI platform: In Each Module (PMI view) Look for the video icon beside...
Recommended routine for ensuring end-to-end data integrity
To maintain accurate reporting and data consistency across PMI modules, validate data at the point of entry—not in the reporting tools. Daily...
How to verify that re‑allocated hours are not double-counted or missing in benchmarking?
Benchmarking reports do not pull data directly from schedules or timesheets, but rely on the saved data in each department’s cockpit. If hours...
How does PMI handle departments with zero historical data when calculating SMART-schedule guidance
If a department has no historical data, PMI cannot use its SMART algorithms, which rely on past patterns to suggest efficient staffing levels....
How can I tell if last-year hours are missing or showing under the wrong department in the Timesheet report?
The Timesheet report doesn’t flag issues directly, but there are a few on-screen cues that can help you identify if something’s off —...
Why is the total hours in Management perspective different from the Schedule?
If the total hours in the Management Perspective (MP) don’t match the hours in the Schedule, it’s likely because one or more cockpits haven’t...
How to enter hours for last year in PMI
If you need to add or adjust historical hours in PMI (e.g. for last year), manual entry is not done in Budget & Forecast. Instead, you can...