To ensure forecast targets are properly set and reflected in PMI — whether for a coaching session, planning review, or operational check — follow these quick steps:

Check the Budget & Forecast Module

• Go to Budget & Forecast
• Select the relevant month
• Confirm that productivity targets and hours are entered for all departments

Review the Labor Cockpit

• Navigate to the Labor Cockpit for the same period
• Ensure that SMART hours match your targets
• Look for any red hygiene warnings that indicate missing or outdated inputs

Verify Lock Settings

• In the Cockpit, check whether productivity or hours are locked
• Locked values ensure targets won’t shift if cost drivers change

Confirm with Department Heads (if needed)

• HODs should verify that targets align with real operational needs

Tip: If anything’s missing or needs adjusting, update and save the forecast to apply the changes system-wide.