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
Topic
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