What is its purpose? There are several more choices that increase flexibility in the P&L Report module. It’s easier to focus on what figures you are looking at, and the menus are more informative. What are the actual modifications? 1. Actual: Actual/ Live...
Summary This chapter describes how to make a Live Forecast/Weekly Forecast in Planning at any time. This functionality may be used when requirements exists to produce a weekly P&L forecast in addition to a monthly P&L forecast that is the standard best...
What is its purpose? 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 workload and make forecasting less error-prone. You can import scheduled hours and base salaries...
Summary 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 a selected reference version. This is particularly useful when transitioning from an...
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...
What is its purpose? 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 cannot change anything or look at calculations. It's geared toward GMs, controllers and heads of...
Summary 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 a property or property chain, accounts can be added or removed to suit specific...