If you have trouble to generate (make or create) a report in the timesheet, one common solution to try is checking your view settings. Specifically, make sure you've included all necessary parameters, such as "Include Period-End" in your report criteria. This step is...
The Scheduled Horizon setting often leads to confusion. Adjusting it does not affect the import of hours from your Timekeeping System (TKS). It only determines how far into the future you can view data. If you’re missing data, the issue likely lies with TKS data or...
Single Sign-On (SSO) simplifies the login process by allowing you to access PMI with your organization’s credentials without needing a separate password for PMI. Here is how it works: Navigate to the PMI login page, there you should see an option for Single Sign-On...
PMI supports a limited number of interface languages. To change your display language: Go to Settings → select your Default Property. Under User Information, locate the Language dropdown. Choose from the available options: English UK, English US, German, Norwegian,...
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...