In PMI you can upload your budget, forecast and actual data,. The Upload function is found in the main menu under the Administration column. From the Upload module, you can download an excel template where you enter or copy/paste data from another system and upload...
budget
Why can’t I change the budget/forecast values directly?
If direct changes are made to the plan rows, then the whole link to a usage and a price will be broken and we will not be able to prepopulate future plans correctly. The best practice is to change the unit price, if possible. The prices initially shown are estimated...
How to create a pre-populated new plan for Budget or Forecast [3:02]
How to approve a forecast or budget in PMI
How to send in/submit your budget/target or forecast in PMI Planning module. NB! Moved from Submit to Status in tools box. Summary When your budget/target/forecast work is completed and you wish to send in/freeze these figures to become a selectable version in PMI...
How to upload actuals, budget & forecast
What is the Data Upload Centre? The Data Upload Centre is a module that allows you to upload various types of data to PMI. This data includes: Budget & Forecast Upload Revenue Upload Room Nights, Guest Nights Upload Covers Upload Hours Upload Personnel Cost...