period locking

How to manage GoGreen Period locking

How to manage GoGreen Period locking

GoGreen Period locking allows you to control when actual consumption data (e.g., electricity, gas, chemicals) can be edited in PMI, and when imported data should be prevented from updating a period. This ensures finalized data is protected while still visible for...

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How to use Period locking for R&P in practice

How to use Period locking for R&P in practice

Introduction Period locking helps you control when data in PMI can be changed. This article explains how to manage Period locking in practice, from chain-level settings to individual edits and property exceptions. Objective By the end of this guide, you will be able...

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How to read the Import status page

How to read the Import status page

Purpose The Import status page helps you monitor whether PMI has received and processed the latest interface data for your properties. Use this page to quickly identify delayed, missing, or incorrect imports before they affect reporting, forecasting, or operational...

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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

Period locking allows you to set cut-off dates for editing data in PMI and, for GoGreen, control when imported data can update locked periods. This prevents finalized Revenue & Hours (R&P) and GoGreen consumption data from being changed accidentally. Why use...

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