Which KPI tiles help identify when a team is struggling?
Ignore technical-health tiles (Integration Status, Data-source Status) unless you're troubleshooting missing data – they do not reflect team performance.
PMI index
Topic
FAQ
Where can I see account mapping details?
In the Flash report, when you click on the MTD total toward the bottom of the page, a popup will appear where you can see a…
Flash report
How do I copy account data from one Property/Group to the other?
This function allows users to copy account data—such as forecast figures or formulas—from one department to another within the Profit & loss module. It is especially…
Profit & loss
Why are the numbers in the Flash report different from the Live forecast?
If a profit center in the Live forecast is set to automatic driver, that driver can change from day to day. It is important to look…
Flash report
How do I add an account in Profit & Loss?
1. From the Profit & Loss page, go to Tools . 2 . Click Account Templates & Categories
Profit & loss
How do I use the YTD view option in Profit & Loss?
When viewing Reports in the Profit and Loss module, there are several view options. Click on the view options icon, then the pencil under Report Content.…
Profit & loss
How is the month-to-date forecast and budget calculated in the Flash report?
The MTD (month-to-date) forecast is the amount you should have by this point in the month/period, in order to reach your end-of-the-month forecast, given that your…
Flash report
How do I Import data in PMI?
The Data Upload Centre is where you manually upload various types of data, including budgets, forecasts, actuals, CO2 factors and KPI targets.
User administration
How do I add a schedule to my cockpit?
a. For a dependent cockpit, make sure you select the correct parent cockpit that this new schedule should be linked to. (You will have this option…
Schedule
Does deleting a user remove them from just our property or all of PMI?
You should not delete or deactivate users from your property if they have access to other properties. This will remove their access to all other properties…
User administration