Providing context for better insights
Issue: Users ask broad questions like “Where is my data?” or “What do these figures tell you about my productivity?”without providing sufficient...
Source system import
Can you activate a Live forecast accuracy report in Power BI?
The PMI system integrates Live forecast accuracy into its PMI Index calculations. Although Live forecast accuracy contributes to the PMI Index,...
How to Resubmit a Forecast
If you need to resubmit a forecast in PMI, follow these steps: Locate the Approved Version: Go to the relevant section in PMI (e.g., Status page...
Why is the hours total different in the table and the graph?
The difference in hours comes down to the type of forecast being displayed: Management Forecast (Table): This is the forecast set manually by...
Adoption indexBudget & forecastFlash reportGeneral issuesGoGreenHomeLabor cockpitLive forecastMapping accountsPersonal settingsPMI planningPMI predictionPortfolio perspectiveScheduleSource system importTime keeping systemUser administration
Glossary of Terms
Stuck on a term or abbreviation? Check out our PMI Glossary for quick definitions and insights into common terms and abbreviations. Simplify...
Key Notes for Adjusting Min/Max Settings
Effect of Changes: Changes to Min/Max settings will impact the current year and all future years but will not apply to past years. Global...
Resolving Data Discrepancies Between PMI and Your Source System
The data in PMI are extracted not only from an export file we receive but also through various active APIs that provide real-time data from the...
Excluding segments from driver-based calculations
It is not possible to stop Machine Learning (ML) from including an existing segment in the driver-based calculation. If the ML Live Forecast...
Troubleshoot data in the Import Status view
Accessing the Import Status View: Navigate to the main menu and select Import Status. Choose your desired chain, property, status, and interface...
Understanding the Scheduled Horizon and Graph Lines
In legacy tables and schedules, the Scheduled Horizon is marked between the vertical red “Today” line and the vertical dashed green “Scheduled...