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How to add other non-operating revenue in Planning

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Objective 

To add or update other non-operating revenue in the Planning module using manual entry, constants, even function or source definitions that combine multiple inputs. 

Requirements 

  • Access to the Planning module in PMI 
  • Permission to edit revenue accounts 

Estimated time to complete 

3–5 minutes 

Steps 

1. Log in to PMI.  

2. From the main menu, select Profit & Loss. 

3. Select Other division to view non-operating revenue accounts. 

4. Select the account to edit (e.g. Sales Parking). 

5. Select one of four options for entering revenue:

1. Manual entry: Type the value directly into the Profit and loss grid.

2. Even function: Use the even function to distribute a value evenly across the planning period.

3. Constant: Use constant to apply the set value to each month. (link to how to add constant?)

4. Source definition: Use a formula that pulls from one or more sources.

6. Fill in the source definition (if applicable).

1. Enter a ratio of 1 for full value of the revenue (unless a different ratio is required).

2. Select the appropriate revenue source from the dropdown.

3. Choose the correct profit center. 

4. Select Revenue.

7. Click Save/Update.

Expected outcome 

The selected non-operating revenue is added or updated in the Profit and loss view, with values distributed according to your input method. 

Troubleshooting tips

  • Even function not working? Make sure the values are correct with no spaces. 
  • Fields are locked? You may not have the required permissions. Contact your system administrator.