If you’re trying to reuse a formula from one account in another (e.g., from “Kitchen – Paid Holidays” to “Steward – Paid Holidays”), here’s how the paste function works in the Source Definition popup in PMI Planning:

Step-by-step

1. Open the account with the formula you want to copy from

• Click the calculator icon next to the line (e.g., “Kitchen – Paid Holidays”).
• The full formula setup will appear.
• Click the clipboard icon (top right of the formula popup) to copy the formula.

2. Open the target account

• Navigate to the account you want to apply the formula to (e.g., “Steward – Paid Holidays”).
• Click its calculator icon to open the Source Definition.
• Now, the clipboard icon (paste button) in the new window should be active.
• Click it to paste the copied formula.

3. Review and Save

• Review the pasted formula and adjust department/category mappings if needed.
• Click Save/Update to apply the formula to the new line.

Troubleshooting

• The Paste icon will only activate if a valid formula has already been copied during the session.
• If it appears inactive, go back and re-copy the formula from the original line.
• Advanced/Secured checkboxes: Ensure the right options are selected based on how the formula was originally configured.
• The feature works within the same browser session—reloading the page or logging out may reset the clipboard.