How do I manage users?
All user administration (adding, editing, and deactivating and deleting users) is done via the User Administration module, accessed from the main menu. You need user administration…
User administration
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What happens when I save/activate the plan in set up?
The final step creates the prepopulated pages for the budget holders to review and edit. When you press the Save button, PMI will create a set…
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Why can’t I change the budget/forecast values directly?
If direct changes are made to the plan rows, then the whole link to a usage and a price will be broken and we will not…
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Why can’t I change data in previous months?
All data in previous months is actual data. There is no need to make an estimate for something that has already happened. If you need to…
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How is the plan data prepopulated? Where does the plan data come from?
The plan is pre-populated from two main sources when initially created.
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When do I set up a plan?
Set up and activate a new plan when you need to pick up the latest information from Live forecast. A snapshot of Live forecast is taken…
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What comparative (data) should I use?
The first time you set up a plan we would normally advise using last year's actual data as long as it had a fairly normal business…
What is comparative data?
It is a fancy name for a set of data you are comparing your draft plan against. The dataset shown under comparative data is also used…
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What do the colors on the Cockpits mean?
The green plus sign means that the Cockpit is updated and is using fewer hours than the forecasted productivity target or hours, month to date.
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What is the PMI adoption index (formerly called PMI index)?
The PMI adoption index, as it is called now, measures your resource and productivity management skills on a department level . The score indicates how well…
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