About PMI Modules and Navigation PMI is structured into modular components to help users navigate tasks efficiently. Understanding how modules, views, and pages are organized will help you find the right workspace quickly—whether you’re analyzing revenue, adjusting...
If you want to reactivate accounts in the Planning module (e.g., accounts that were previously removed from view), follow these steps: Step-by-Step Instructions Go to the Accounts View Navigate to PMI Planning → Profit & Loss → Accounts. Make sure you’re in the...
The Staff module is used to manage and maintain the staffing structure for each department, including roles, salary levels, and hourly cost settings. Key Functions: Define staff roles and link them to cost accounts (e.g., Housekeeping Attendant, Receptionist) Assign...
Issue: Some accounts in the Live Forecast column show 0 even though formulas exist. This is sometimes seen when: The formula appears present but doesn’t calculate Other months (e.g., June) work correctly while the current month (e.g., May) doesn’t Possible Causes:...