If you don’t use the query library, you can still take screenshots and ask questions. The bot remembers the last 5 interactions, allowing you to ask it to analyze data in light of recent screenshots. You can switch between views, capturing snapshots and instructing...
Geson Perry
What does GG stand for?
In PMI “GG” stands for GoGreen. This initiative focuses on sustainability and environmental responsibility. The abbreviation “gg” is commonly used by users when referring to sustainability tools and features within the full PMI software suite called GoGreen. For more...
Invisible split shifts in schedule printouts without codes
If you're experiencing issues with split shifts not showing when printing the schedule without codes, it could be due to the level at which the shift code was created. Here's a brief troubleshooting guide: Check the Shift Code Level: If the shift code was created at...
Forecast discrepancies in cockpits
If the forecast data in the cockpit does not match the actuals, showing discrepancies in the Monthly To Date (MTD) usage, a potential cause is that a cost driver was not forecasted, leading the system to calculate zero forecast and only display actuals. Steps to...
Split management in the mapping view
Here is a short introduction to understand how values or accounts are split across multiple departments in PMI. Split Mapping Overview: Splits allow you to allocate a percentage of an account’s value to multiple departments. For instance, if a revenue account is...
Adjusting productivity targets in budget and forecast
Issue: Productivity targets are not aligning with actual performance, and adjustments are needed to improve the PMI adoption index score. Recommendation: One idea can be to copy the Live forecast number into the Forecast to align the numbers initially. Adjustments...
Inability to edit data for a specific period
A "frozen" screen issue could be related to period locking. This would result in an inability to make any modifications to schedules, reports, or other entries for a specific period. Check the Period Locking Settings: This issue is often related to the period locking...
Difference Between Live Forecast and PMI Prediction
If there is a recalculation of the PMI Prediction due to season generation, new file import, or manual calculation, it takes time for the ML algorithms to fully update. The Live forecast values will only update once all dates in the viewed period are completely...
Manual changes overwritten at Live forecast import
Legacy PMI System Issue: Pickup column doesn’t “gray out” when importing Live forecasts. Cause: This is the design of the legacy PMI system. Effect: Manual changes in the pickup column will be overwritten with each import. New PMI System Preserving Manual Changes:...
Different hours for similar revenue on different dates can vary!
Recommended hours for similar revenue on different dates can vary due to a combination of factors including the monthly productivity forecast, historical staffing patterns, and other factors recognized by the machine learning capabilities of the SMART forecast.