How do I remove an account in PMI Planning?
Important: Accounts that already hold any data (actuals, budget, forecast) cannot be deleted outright. In PMI we de-activate them so they no longer appear in reports…
PMI planning · Troubleshooting
Topic
Troubleshooting
How to create a chain-level report in Planning
When you build a report in Planning → Report setup, PMI lets you decide who can see and run it. The key setting is the owner…
PMI planning · Troubleshooting
Quick-reference: spotting trouble before it hurts the bottom-line
Keeping these quick checks in the daily routine protects labour productivity and revenue without jeopardising guest experience.
Management perspective · Troubleshooting
What does “Display per unit” do in the percent block?
The " Display per unit " checkbox in the Percent block changes how percentages are calculated and shown. Instead of calculating percentages based on total values,…
PMI planning · Troubleshooting
What does “Factor” mean in the value block?
In PMI's Planning module, the " Factor " option allows you to automatically multiply values from other lines — instead of entering a fixed value or…
PMI planning · Troubleshooting
How to create or customize a report in PMI Planning
In PMI's Planning module, you can tailor reports to your needs by customizing existing views or creating new ones, provided you have the appropriate user rights.…
PMI planning · Troubleshooting
Can I add a new account without downloading and uploading an Excel file?
Only sub-accounts can be added manually within PMI. If you're trying to add a completely new account (i.e., not under an existing account), this must be…
PMI planning · Troubleshooting
Why “Live forecast” appears instead of “Actuals” in P&L at month start
In the Planning Module Settings , each chain or property can define an Actual Date Delay Offset. This determines how many days PMI waits after month-end…
PMI planning · Troubleshooting
Accessing video playlists and tutorials in PMI
Users can find in-app help and video guides in several places within the PMI platform:
Home · Troubleshooting
Recommended routine for ensuring end-to-end data integrity
To maintain accurate reporting and data consistency across PMI modules, validate data at the point of entry—not in the reporting tools.
Management perspective · Troubleshooting