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...
Labor cockpit
How to create a chain-level report in Planning
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...
PMI adoption index is dropping – Quick troubleshooting guide
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...
Flagging one-off events so they don’t “teach” the Live forecast model
Problem You have an unusual day (concert, outage, trade-fair spike, etc.). If you do nothing, PMI Prediction will treat that demand as “normal”...
Quick-reference: spotting trouble before it hurts the bottom-line
For General Managers (GM) Focus on these three tiles or views every morning 1. GM Daily Digest ▸ “Key insights” panel Any insight highlighted in...
What does “Display per unit” do in the percent block?
The "Display per unit" checkbox in the Percent block changes how percentages are calculated and shown. Instead of calculating percentages based...
What does “Factor” mean in the value block?
In PMI’s Planning module, the “Factor” option allows you to automatically multiply values from other lines — instead of entering a fixed value or...
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...
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...