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....
If you’re trying to reuse a formula from one account in another (e.g., from “Kitchen – Paid Holidays” to “Steward – Paid Holidays”), here’s how the paste function works in the Source Definition popup in PMI Planning: Step-by-step 1. Open the account with the formula...
If you’ve selected FTE in the Budget & Forecast module but the system still shows Hours under productivity, here’s what to check: Possible Reasons: FTEs are centrally managed: In some cases, FTE values are uploaded or controlled by a central team (e.g., head...
If you’re missing OTB (On The Books) data for a department in PMI (like Breakfast for example), here’s what to check: Step 1: Check OTB Interface Mapping Even if revenue mapping exists (e.g., for Breakfast under StayNTouch Rover_Revenue), OTB requires its own mapping....
If your FTE looks too high, here’s what to check: Wrong row selected: Make sure you’re reading the correct FTE row. Some rows include non-productive hours (e.g., sick leave, training), which inflate the total. Standard hours mismatch: In Advanced Settings, confirm the...
PMI does not send automatic alerts for missing forecasts, but you can check the submission or status in two different modules depending on how your property is configured: Option 1: PMI P&L (Planning) – Recommended Method This is the formal submission process...
To quickly check if the revenue shown in your P&L report matches what’s in the Accounts view, and to confirm where the data is coming from (e.g., Budget, Forecast, or Live values), follow these steps: Step 1: Compare Totals Open the P&L report and note the...
If you want to reactivate accounts in the Planning module (e.g., accounts that were previously removed from view), follow these steps: Step-by-Step Instructions Go to the Accounts View Navigate to PMI Planning → Profit & Loss → Accounts. Make sure you’re in the...