How to modify a P&L report
View options allow you to control how data is displayed in P&L reports and focus on the figures most relevant to your analysis.
Profit & loss
Topic
p&l
Explore related guidance from the PMI Knowledge Base.
How to populate and edit accounts
Accounts are integral to all departments for constructing budgets and forecasts within PMI's Planning and Profit & Loss (P&L) modules. Depending on the internal structures of…
Profit & loss
How to set up a weekly Live forecast
This chapter describes how to make a Live Forecast/Weekly Forecast in Planning at any time.
Profit & loss
How to use Planning assumptions
Create, manage, and update planning assumptions and groups for budget and forecast calculations in P&L.
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P&L Planning 1/10 Purpose and benefits [2:25]
Onboarding · PMI Planning
P&L Planning 2/10 Navigation [4:26]
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Planning assumptions replaces Constants in Profit & loss
Planning assumptions replaces Constants for managing budget and forecast calculation values, with assumption groups, Fast-fill, actuals comparisons, and hierarchy-level management.
PMI P&L · What's new in PMI
Planning Menu – Tools and View Options overview
PMI Planning is found in the top menu, stated as "PMI Profit & Loss". You will do all your budgeting and forecasting in the PMI Profit…
Profit & loss
Use Forecast/Budget hours from Cockpit in P&L Staff module
Use Budget/Forecast hours from Cockpit in P&L Staff Module to more efficiently update future forecast (budget).
Budget & forecast