PIA now recognizes when you’re stuck and can offer to involve support, so you don’t have to repeat yourself or keep troubleshooting. When repeated signals indicate that something isn’t working (e.g. “this is wrong”), PIA shifts from explaining to resolving, avoiding...
When exporting the Account Summary to Excel, the Reference column is not included, even if it is visible on screen. This is because the Reference column is a view-only comparison column, and the export only includes the primary data columns (such as Actual, Budget,...
When you update a Forecast on a monthly level (e.g. using Revise forecast/budget), PMI automatically redistributes the new total across the days in that month. The daily values are recalculated based on the existing daily pattern, so the sum of all days will always...
To create a consolidated view in Management Perspective, there are two important prerequisites: In Benchmarking, the Tools → Setup sources option is only available when you are in Productivity view. If you are in another Benchmarking view, you will not see it. Also,...
Short answer:They use the same monthly target, but MTD is recalculated using SMART-distributed hours and cost driver for the days elapsed. Because SMART is not evenly distributed, the values will differ. Explanation Month-End target Based on the full-month plan Uses...
If you want to copy your forecast into your budget in PMI, the correct method depends on where and how your setup is configured. Which method should I use? Planning (P&L): Use Copy From Reference Budget & Forecast (simple revenue setup): Use Copy (Submit)...
The Index score shows how well the resource is being managed based on GoGreen best-practice measurements. Click “Show me how” to open the GoGreen Index, where you can see what is impacting your score and what to prioritize. Start by focusing on the lowest-scoring or...
We’ve improved the PIA chat window with a new resize handle, giving you more control over how much space the chat uses on your screen. A visible resize handle is now always available on the edge of the chat window. You can now: Drag the handle to make the chat window...
We’ve added a new Contact Support feature to make it easier to get help when you need it. How it works You can now start the support process in two ways: Type “contact support” in chat to automatically trigger the support flow. Click the “Contact support” link located...
If you need to change the number of available rooms in PMI, do it in Live Forecast. How to do it Open Live Forecast Go to Tools Select Available Rooms Enter the updated number of rooms for the relevant dates Save Use this when rooms are temporarily unavailable, for...