FTE looks incorrect — what to check
Tip: Use the calculator icon next to the value to view how the FTE is being calculated.
PMI planning · Troubleshooting
Topic
PMI planning
How to tell if a forecast for future months has been submitted
PMI does not send automatic alerts for missing forecasts, but you can check the submission or status in two different modules depending on how your property…
PMI planning · Troubleshooting
How to confirm if P&L accounts are pulling the correct data
To quickly check if the revenue shown in your P&L report matches what's in the Accounts view, and to confirm where the data is coming from…
PMI planning · Troubleshooting
How to activate deactivated accounts in Planning
If you want to reactivate accounts in the Planning module (e.g., accounts that were previously removed from view), follow these steps:
PMI planning · Troubleshooting
How do I validate that the revenue in my P&L report matches the revenue in my accounts view?
To quickly check if the revenue in your P&L report matches the Accounts view, follow these simple steps:
PMI planning · Troubleshooting
How to add staff to a department in the PMI (Manual entry vs Scheduled workflow)
There are two ways to register staff and calculate personnel costs in PMI, depending on the department setup.
PMI planning · Troubleshooting
What Is the Staff module in PMI?
The Staff module is used to manage and maintain the staffing structure for each department, including roles, salary levels, and hourly cost settings.
PMI planning · Troubleshooting
Live forecast shows zero despite formula setup
Some accounts in the Live Forecast column show 0 even though formulas exist. This is sometimes seen when:
PMI planning · Troubleshooting
Manually link Forecast revenue from R&P to Planning
To manually link forecast revenue from the Revenue & Productivity (R&P) module to the Planning module in PMI:
PMI planning · Troubleshooting
PIA chat – R&P and financial context
If you're using the Revenue & Productivity (R&P) module in PMI, keep in mind that this module focuses on revenue and productivity metrics rather than full…
Management perspective · PMI planning · Troubleshooting