How to Reset Your Password:Resetting your password in PMI is straightforward. Follow these steps: Log in to PMI and navigate to the Main Menu. Select Settings from the menu options. On the Settings page, locate the option to Change Password. Enter your current...
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...
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...
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...
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...
The "Display per unit" checkbox in the Percent block changes how percentages are calculated and shown. Instead of calculating percentages based on total values, it shows them relative to each operational unit — like per room night, guest, or cover. Use "Display per...
In PMI’s Planning module, the “Factor” option allows you to automatically multiply values from other lines — instead of entering a fixed value or percentage manually. It’s perfect for calculating costs or figures tied to volume or activity levels. Example 1: Laundry...
In PMI’s Planning module, you can tailor reports to your needs by customizing existing views or creating new ones, provided you have the appropriate user rights. There are two main ways to get report-style outputs. 1. Customize a View in the Accounts Page (most...
Only sub-accounts can be added manually within PMI. If you’re trying to add a completely new account (i.e., not under an existing account), this must be done using the Excel upload template. To Add a Sub-Account (no file needed): You can add a sub-account in Planning...
In the Planning Module Settings, each chain or property can define an Actual Date Delay Offset. This determines how many days PMI waits after month-end before switching from “Live Forecast” to “Actuals” in the P&L view. Example scenario: For a chain/property,...