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...
These are typically used for operational departments where productivity is the main target. When the cost driver (e.g., room nights, revenue) changes, PMI automatically recalculates the required hours to maintain the fixed productivity target. This keeps your labor...
To quickly check if the revenue in your P&L report matches the Accounts view, follow these simple steps: Step 1: Compare Totals Go to the P&L Report and note the total revenue. Then open the Accounts view for the same period. Use the filter to only show...
If you’re unsure whether certain PMI modules are enabled for your property or user role, the easiest way to check is by looking at your main menu navigation inside PMI. What to Look For:Modules will show as menu items in the left sidebar or in the top navigation menu...