What happens when I save/activate the plan in set up?
The final step creates the prepopulated pages for the budget holders to review and edit. When you press the Save button, PMI will create a set…
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Why can’t I change the budget/forecast values directly?
If direct changes are made to the plan rows, then the whole link to a usage and a price will be broken and we will not…
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Why can’t I change data in previous months?
All data in previous months is actual data. There is no need to make an estimate for something that has already happened. If you need to…
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How is the plan data prepopulated? Where does the plan data come from?
The plan is pre-populated from two main sources when initially created.
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When do I set up a plan?
Set up and activate a new plan when you need to pick up the latest information from Live forecast. A snapshot of Live forecast is taken…
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What is comparative data?
It is a fancy name for a set of data you are comparing your draft plan against. The dataset shown under comparative data is also used…
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