Every day 1. Banner is green? Great – data’s in. If red, chase the missing file. 2. Progress bar colour: • Red bar → already over target → find the leak today.• Amber bar → slightly above forecast → ask the team what changed.• Green bar → on pace → no action. 3. Leave...
Geson Perry
Which department should I fix first in the PMI Adoption Index dashboard?
Use the “Weight (high → low)” view and follow this checklist in the PMI adoption index. Colour only shows how far off-target a department is.Weight shows how much that miss drags the hotel’s score.Fix the first bar that combines low colour and serious weight—sometimes...
Adding a New Hotel / Chain in PMI R&P
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 can only be performed by d2o’s implementation team. What you can do...
Why can’t I see the “ Add Note ” icon in a department’s Schedule table?
Symptom In one cockpit the Schedule table shows no note icon beside the daily hours, while other departments do show it. Cause That cockpit contains more than one schedule row for the same day (e.g., “Front Office – Scheduled” + “Reservation desk”).When several rows...
Switching the temperature from °F to °C (or back)
PMI doesn’t have a separate “units” toggle; the temperature follows your personal language/locale. Profile menu: Click your name (top-right) ▸ Settings / Personal preferences. Change language English (UK) → Celsius (°C) English (US) → Fahrenheit (°F) Save &...
How do I remove an account in PMI Planning?
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 or input screens. Step-by-step (de-activating an account) Open the Accounts tool: Planning ▸ Profit...
How to create a chain-level report in Planning
When you build a report in Planning → Report setup, PMI lets you decide who can see and run it.The key setting is the owner / scope of the report. 1. Create the report as usual Go to PMI Planning → Report setup. Click New report (or open an existing draft). Design the...
PMI adoption index is dropping – Quick troubleshooting guide
Symptom: PMI Adoption Index slips below the target (8.0) or the Index trend graph shows a downward slide. 1. Pin-point the heaviest drag Open Organization overview. The thicker the green / orange bar, the more weight that department (or routine) carries in the total...
Flagging one-off events
Scenario: A single day (concert, trade-fair, planned outage, etc.) will spike or dip demand. If you leave it untouched, PMI Prediction will use normal history and likely forecast too low (or too high). After the day passes PMI will auto-classify it as an outlier, but...
Quick-reference: spotting trouble before it hurts the bottom-line
For General Managers (GM) Focus on these three tiles or views every morning 1. GM Daily Digest ▸ “Key insights” panel Any insight highlighted in red = the biggest money leak today (labour over-run, food-cost spike, revenue gap). → Ping the relevant HOD and ask: “Have...