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,...
Users can find in-app help and video guides in several places within the PMI platform: In Each Module (PMI view) Look for the video icon beside the property name in the top bar. Clicking this opens a relevant tutorial playlist for that specific view (Module)....
To maintain accurate reporting and data consistency across PMI modules, validate data at the point of entry—not in the reporting tools. Daily Checks – Validate at the Source: Labor Hours → Confirm yesterday’s hours are saved and correct in the Timesheet cockpit....
Benchmarking reports do not pull data directly from schedules or timesheets, but rely on the saved data in each department’s cockpit. If hours are re-allocated from one department to another, or shared across multiple properties, head-office users should follow these...
If a department has no historical data, PMI cannot use its SMART algorithms, which rely on past patterns to suggest efficient staffing levels. Instead, PMI falls back on cost driver logic as the primary basis for scheduling guidance: Here’s how it works: Cost...
The Timesheet report doesn’t flag issues directly, but there are a few on-screen cues that can help you identify if something’s off — particularly when viewing last-year hours. Visual Cues & Hover Tooltips Hover over a cell in the Months or Year view: A tooltip...
If the total hours in the Management Perspective (MP) don’t match the hours in the Schedule, it’s likely because one or more cockpits haven’t been saved. Here’s how to check: Step 1: Check for red backgrounds in Management Perspective Look for any cockpit rows with a...
If you need to add or adjust historical hours in PMI (e.g. for last year), manual entry is not done in Budget & Forecast. Instead, you can use one of these two methods: Option 1: Upload hours via template (recommended) Go to Administration > Data Upload Centre....
You can manually enter last year’s hours in the Timesheet Cockpit by clicking the pencil icon next to the relevant day and department. This is useful when historical data is missing or needs adjustment for benchmarking purposes. Steps: Go to the Timesheet Cockpit....