How to set up a weekly Live forecast
This chapter describes how to make a Live Forecast/Weekly Forecast in Planning at any time.
Profit & loss
Topic
Profit & loss
How to make a profit forecast
We will now focus on what steps to take to produce a profit forecast in PMI Planning.
Profit & loss
How to edit and update using the staffing tool
The planning staff module enables you to review and adjust staffing to meet demand (SMART forecast) all in one screen. The goal is to reduce manual…
Profit & loss
How to copy from reference
The "Copy From Reference" function in PMI's Planning and Profit & Loss (P&L) modules allows users to efficiently populate their current working version with data from…
Profit & loss
How to approve a forecast or budget in PMI
When your budget/target/forecast work is completed and you wish to send in/freeze these figures to become a selectable version in PMI Planning, follow the instructions below.…
Profit & loss
Accounts overview
Accounts overview is a quick way to show categories as totals and you can see divisions, departments and account levels. This is view only, so you…
Profit & loss
How to populate and edit accounts
Accounts are integral to all departments for constructing budgets and forecasts within PMI's Planning and Profit & Loss (P&L) modules. Depending on the internal structures of…
Profit & loss