If you want to copy your forecast into your budget in PMI, the correct method depends on where you are working.
Rooms & F&B (R&P / Budget & Forecast)
If you are working with revenue (Rooms, F&B, or other departments), you should use:
Copy (Submit) several
- Go to Live Forecast
- Open the Tools menu
- Select Copy (Submit) several
- Choose to copy from Live Forecast → Budget
- Select period and version, then confirm
This copies your operational forecast into the Budget version.
Profit & Loss (Planning module)
If you are working with the full financial P&L, use instead:
Copy From Reference
- Go to Planning → Profit & Loss
- Open Tools
- Select Copy From Reference
- Choose source version (e.g. Forecast) and target (e.g. Budget)
Common confusion
These are two different workflows:
- R&P: Operational revenue (Rooms, F&B)
- Planning: Full financial P&L
If you use the wrong method, the copy will not work as expected.
