In PMI, the Closing inventory value for one month automatically becomes the Opening inventory value for the following month. If the field appears locked or non-editable, here’s what to check: Possible Reasons & What to Do: 1. The period is locked Once a month has...
Issue: You’re trying to change rates (or other values like hours, productivity, or labor costs) for a past month in PMI—like April—but the fields are locked and uneditable. Why It Happens PMI automatically locks all historical data to preserve reporting accuracy. Once...
Issue: You’re unable to scroll or see the scroll bar when using PMI on a Mac, although it works fine on a PC. Likely Cause: This is almost always due to a macOS trackpad or mouse setting that hides or disables the scroll bar. What to Do: Go to: System Settings →...
Issue: You’re seeing different values for the same KPIs when comparing the Benchmarking module and the Management Perspective. Likely Causes & Quick Fixes: Benchmarking data may be delayed Benchmarking updates less frequently than other modules. It can take up to...
The Portfolio Perspective reflects submitted and locked forecasts, along with imported actuals. It does not follow the predictive refresh intervals used in Live forecast modules. Portfolio Perspective Update Schedule PMI updates Portfolio data based on two schedules:...
If some rooms are temporarily closed due to renovation, you can adjust your forecasts in PMI to ensure productivity and cost-driver metrics remain accurate. 1. Adjust Cost Drivers in the Forecast: To reflect reduced room availability: Go to the Revenue forecast view...
If you want to confirm whether all hotels have submitted their forecasts for the next three months, the steps depend on your access level. If you have access to the Planning module: Open the Live Forecast module Use the Submit Several or Approve Several options under...
To ensure forecast targets are properly set and reflected in PMI — whether for a coaching session, planning review, or operational check — follow these quick steps: Check the Budget & Forecast Module Go to Budget & Forecast Select the relevant month Confirm...
If a department’s forecast isn’t updated and remains at the staffing-guide default beyond the expected deadline, the PMI Adoption Index will indeed display this as a hygiene factor. These hygiene factors are marked in red to draw attention and indicate areas requiring...
To ensure your Live Forecast reflects upcoming trade-fair periods — especially for effective staffing — follow this practical cadence: Monthly Cadence: Update the Live Forecast early Make adjustments to the Live forecast in the Revenue forecast view Do this as soon as...