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.
