Manually link Forecast revenue from R&P to Planning

To manually link forecast revenue from the Revenue & Productivity (R&P) module to the Planning module in PMI:

  1. Go to the P&L module → Accounts.
  2. Select the account you want to link (e.g., Room Revenue).
  3. Under Source Definition, choose the source data, such as: Hotel Name → Room Revenue (Forecast)
  4. Save your changes.

This method gives you full control and allows you to override automatic data flows or pull data from specific departments as needed.

Note: While this process is not always shown step-by-step in the Knowledge base, it aligns with how account source definitions work in PMI.

Share this article!

You may also like…

Contact Support from Chat

Contact Support from Chat

We’ve added a new Contact Support feature to make it easier to get help when you need it. How it works You can now...