In the PMI Index, hygiene factors are foundational tasks that ensure operational routines are being followed so that PMI performs well.

 Where do hygiene factors appear?

  • They are shown in the doughnut view in the PMI Index view
  • They typically indicate that a routine or baseline task has not been completed
  • Examples include:
    • No forecast submitted
    • Missing actuals
    • Outdated productivity target
    • Rooms Management fields not updated (this does affect the index score)

What do they mean?

  • They are designed to prompt users to take action and keep key routines in check
  • Think of them as reminder flags to maintain healthy data and forecasting hygiene

Best Practice

  • Use the red flags as a guide to close routine gaps — even if they don’t impact your score
  • Regularly check the PMI Index to ensure all key routines (forecasts, targets, actuals) are up to date
  • Prioritize fixing any red marks in Rooms management, as these will affect your overall adoption score