period locking

Does PMI lock target submissions after a cutoff date?

Does PMI lock target submissions after a cutoff date?

PMI includes a Period Locking function that allows Revenue Managers or Head Office personnel to lock values after a specific date. What is Period Locking? Budget, Forecast, and Actual values can be locked per period (typically monthly). A common use case is locking...

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Period locking overview

Period locking overview

What is Period locking?  Period locking is a functionality that enables you to set cut-off dates for editing data in PMI. What is its purpose?  By setting a period lock date you prevent past Revenue and Hours data being edited in PMI. This ensures control and avoids...

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