If your SMART forecast displays a flat line—such as 3 hours per day—it typically indicates that the system is constrained by specific settings, preventing dynamic adjustments based on activity levels. Primary Cause: Min/Max Settings The most common reason for this...
Geson Perry
Why can’t I edit the forecast for a closed or previous period?
In PMI, forecast periods like May can become locked after a certain point to protect finalized data. If you have the right role (e.g. Operational Manager, Controller), but still can’t edit, it’s likely due to Period locking being active. What to do: Check Period...
I can’t enter the closing value for food inventory
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...
Why can’t I edit rates for a past month?
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...
Scroll bar not working on Mac (but works on PC)
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 →...
Why are my KPI values different in Benchmarking vs Management perspective?
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...
How often is data updated in Portfolio perspective?
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:...
How to handle temporary room closures (due to renovation) in PMI
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...
How to check if forecasts have been submitted for the next 3 months
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...
How to confirm that forecast targets are correctly applied
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...


