Overview The Cycle schedule setting allows you to automate the creation and management of Budget and Forecast planning cycles. You can define when planning cycles open, how long users can submit their plans, how long reviewers have to approve them, and how generated...
Purpose Plan Version Automation takes the manual work out of starting each budget and forecast round — the system opens the right version for your team at the right time, every cycle, based on rules you set once. It means budget season starts on time even...
Overview This article explains how PMI calculates future planning cycles, generates version names, applies scheduling rules, and handles changes to active planning cycles. Image description: Example of the version name in P&L Status1. How future cycles are...
Objective By following this guide, you will enter monthly labor productivity or hour targets in PMI for each department using the Productivity sheet and the Budget & forecast module. Requirements You must have access rights to the Budget & forecast module....
Objective By following this guide, you will be able to upload your revenue budget into PMI via the Data Upload Centre and ensure it is correctly reflected in the Budget & forecast module. Requirements You must have access rights in PMI to use the Data Upload...
Objective By following this guide, you will be able to enter a revenue budget in PMI using Live forecast data as the foundation. Requirements You must have access rights to the Live forecast and Budget & forecast modules in PMI. The Live forecast should be...
Objective You’ll learn how to manually enter revenue budgets in PMI for specific departments and time periods. Requirements - You must have access rights to the Budget & forecast module in PMI. - Know which department and period you want to enter the budget...
Objective Your automated forecasts are only as good as the data behind them. This guide shows you how to fine-tune your Express planner settings to ensure your revenue and labor targets are highly accurate and aligned with your property's unique potential. By...