Accounts overview
Accounts overview is a quick way to show categories as totals and you can see divisions, departments and account levels. This is view only, so you…
Profit & loss
Topic
p&l
Explore related guidance from the PMI Knowledge Base.
Enhancement to add department type in the P&L report – 03.22
Previous limitation: It was previously not possible to drill down beyond the division level when using Account ID as a variable in report formulas.
PMI release notes 2022
How do I add an account in Profit & Loss?
1. From the Profit & Loss page, go to Tools . 2 . Click Account Templates & Categories
Profit & loss
How do I use the YTD view option in Profit & Loss?
When viewing Reports in the Profit and Loss module, there are several view options. Click on the view options icon, then the pencil under Report Content.…
Profit & loss
How to add a comparison year in P&L
It's the ability to add another year for comparison in the Account Summary module in P&L.
Profit & loss
How to add a Food & beverage revenue forecast in P&L Planning
This article explains how to add and manage revenue forecasts for the Food & Beverage (F&B) division using the P&L Planning module in PMI. It focuses…
Profit & loss
How to add staff and manage staff cost
Forecasting of salary starts in PMI R&P. A very important principle in PMI Planning is that all hours that are the foundation for calculating the salary…
Profit & loss
How to approve a forecast or budget in PMI
When your budget/target/forecast work is completed and you wish to send in/freeze these figures to become a selectable version in PMI Planning, follow the instructions below.…
Profit & loss
How to build a P&L planning report
The P&L Report Builder allows you to create, manage, and customize Profit & Loss reports for your organization.
Profit & loss
How to copy from reference
The "Copy From Reference" function in PMI's Planning and Profit & Loss (P&L) modules allows users to efficiently populate their current working version with data from…
Profit & loss
How to edit and update using the staffing tool
The planning staff module enables you to review and adjust staffing to meet demand (SMART forecast) all in one screen. The goal is to reduce manual…
Profit & loss
How to make a profit forecast
We will now focus on what steps to take to produce a profit forecast in PMI Planning.
Profit & loss