Topic
Explains how PMI calculates and displays Planning assumption values, including implied actuals, variances, group totals, Fast-fill, Auto-fill, and Plan vs Actual export totals.
Profit & loss · Profit & loss
Explains the tooltip messages for group and standalone planning assumptions, including actuals, linked accounts, comparisons, and missing data.
Profit & loss · Profit & loss
Use Fast-fill to populate planning months by spreading an amount, applying a historical pattern, or pulling values from a P&L formula.
Profit & loss · Profit & loss
Create, manage, and update planning assumptions and groups for budget and forecast calculations in P&L.
Profit & loss · Profit & loss
Learn how Planning assumptions support budget and forecast calculations, where they are used, who can access them, and how to open them in PMI.
PMI planning
When a chain or property forecast costs for chemical consumption in GoGreen planning, the cost may need to be allocated to more than one department. Some…
Planning GoGreen · Profit & loss
Constants and planning assumptions are numeric values that can be used in P&L planning formulas. They allow you to use a defined amount or percentage in…
Profit & loss
The Cycle schedule setting allows you to automate the creation and management of Budget and Forecast planning cycles. You can define when planning cycles open, how…
Budget & forecast
Plan Version Automation takes the manual work out of starting each budget and forecast round — the system opens the right version for your team at…
Budget & forecast
This article explains how PMI calculates future planning cycles, generates version names, applies scheduling rules, and handles changes to active planning cycles.
Budget & forecast
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