PMI does not send automatic alerts for missing forecasts, but you can check the submission or status in two different modules depending on how your property is configured:
Option 1: PMI P&L (Planning) – Recommended Method
This is the formal submission process where forecasts are actually locked and reviewed.
Steps:
- Navigate to: Planning → Profit & Loss → Tools → Status
- Select Property and Period (e.g., next 1–3 months).
- At the top, switch to “Forecast” (not Budget or Actual).
- Scroll down to view Profit Centre statuses.
Statuses explained:
- Live = Forecast values exist but not yet submitted.
- Ready = Submitted by the department but not locked.
- Locked = Submitted and finalized (no further editing).
- Rejected = Returned to department for correction.
Approval Status (optional):
Some properties have approval workflows. If enabled, you’ll also see:
- Pending, Reviewing, Approved, or Rejected by management.
This is the most reliable way to confirm if forecasts have been submitted and finalized.
Option 2: PMI R&P (Live Forecast)
This is often used for setting forecasts, but it does not have a submission workflow like P&L.
Steps to Review:
- Go to Live Forecast
- Click the Tools icon → Submit from Live Forecast
- Choose period: Next three months or a custom range
- Review values
- Click Submit to push values to the Forecast version
Note: This action copies values but does not change the status to “Ready” or “Locked.” For that, you must use Planning Status Tool (Option 1).
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