Why can’t I edit a calculation in P&L Planning?
If you cannot edit a value or formula in P&L Planning, the reason is usually one of the following:
PMI planning · Troubleshooting
Topic
PMI planning
Generate reports in the Timesheet
If you have trouble to generate (make or create) a report in the timesheet, one common solution to try is checking your view settings. Specifically, make…
PMI planning · Troubleshooting
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
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
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
How to copy and paste a formula in the P&L Source definition tool
If you're trying to reuse a formula from one account in another (e.g., from "Kitchen – Paid Holidays" to "Steward – Paid Holidays"), here's how the…
PMI planning · Troubleshooting