Purpose

The PMI Planning module is the central workspace for forecasting, budgeting, and aligning operational plans with financial goals. It enables General Managers and Financial Controllers to plan labor, revenue, and costs based on historical data, business targets, and operational drivers. This module ensures that plans are data-driven, consistent, and aligned across the organization.

Key capabilities

• Forecasting: Create forecasts for labor, revenue, and cost based on available data and property-specific configurations.
• Budgeting: Set and adjust budgets based on historical performance and strategic goals.
• Scenario planning: Compare different planning scenarios to support decision-making.
• Staff planning: Allocate labor hours and costs based on forecasted activity levels.
• P&L integration: Align operational plans with Profit & Loss accounts for financial visibility.

User roles and responsibilities

• General Managers: Review and approve plans across departments, simulate business scenarios, and monitor performance drivers.
• Financial Controllers: Ensure plans align with financial targets and reporting structures, monitor budget adherence, and support financial reporting.

Common use cases

• General Managers use the Planning module to simulate business scenarios, review labor and cost forecasts, and ensure departmental plans align with strategic goals.
• Financial Controllers rely on the module to consolidate forecasts, monitor budget adherence, and ensure alignment with the Profit & Loss structure during planning cycles.

Cross-references

Related features and modules

• Profit & Loss: Provides a financial overview by consolidating revenue and cost data to track profitability across departments.
• Budget & Forecast: Enables users to set financial targets and update forecasts based on actual performance and strategic goals.
• Staff module: Supports labor planning by aligning staffing levels and costs with forecasted activity and operational needs.