How do I remove an account in PMI Planning?
Important: Accounts that already hold any data (actuals, budget, forecast) cannot be deleted outright. In PMI we de-activate them so they no...
Important: Accounts that already hold any data (actuals, budget, forecast) cannot be deleted outright. In PMI we de-activate them so they no...
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...
Symptom: PMI Adoption Index slips below the target (8.0) or the Index trend graph shows a downward slide. 1. Pin-point the heaviest drag Open...
Problem You have an unusual day (concert, outage, trade-fair spike, etc.). If you do nothing, PMI Prediction will treat that demand as “normal”...
For General Managers (GM) Focus on these three tiles or views every morning 1. GM Daily Digest ▸ “Key insights” panel Any insight highlighted in...
The "Display per unit" checkbox in the Percent block changes how percentages are calculated and shown. Instead of calculating percentages based...
In PMI’s Planning module, the “Factor” option allows you to automatically multiply values from other lines — instead of entering a fixed value or...
In PMI’s Planning module, you can tailor reports to your needs by customizing existing views or creating new ones, provided you have the...
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...
In the Planning Module Settings, each chain or property can define an Actual Date Delay Offset. This determines how many days PMI waits after...