If you want to reactivate accounts in the Planning module (e.g., accounts that were previously removed from view), follow these steps:
Step-by-Step Instructions
Go to the Accounts View
- Navigate to PMI Planning → Profit & Loss → Accounts.
- Make sure you’re in the Edit View (gear icon must be enabled, not grayed out).
Enable ‘Show All’
- Tick the box “Show All” to display both active and deactivated accounts.
- This will also reveal rows that are grayed out or hidden.
- Ensure the correct department is selected (to avoid delays).
Locate the Deactivated Account
- Use the search box to type in the account number or name.
- You can filter multiple accounts by separating them with commas (e.g., 4101, 4305).
Re-Activate the Account
- Once found, locate the checkbox next to the account row — this enables/reactivates it.
- Note: You can’t “click” the row like a form — you must tick the checkbox to reactivate.
Save Your Changes
- Click the save button
- Once saved, the account will be active and visible in forecasts or budget input.
Tip: If you still don’t see the account or it won’t activate:
- Make sure the account isn’t locked via period locking or hierarchy settings.
- You may need admin rights to reactivate accounts across departments.
