Setting up a brand-new property or chain in PMI R&P involves creating secure interfaces, data mappings, and back-end automations. For data-protection and platform-stability reasons this process…
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…
The " Display per unit " checkbox in the Percent block changes how percentages are calculated and shown. Instead of calculating percentages based on total values,…
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.…
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…
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…