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.

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