Meet Your Refreshed PMI Home
Explore the refreshed R&P Home, including team performance, department cockpits, updates and personal view options.
What's new in PMI
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Knowledge Base
Explore articles, troubleshooting guidance and PMI updates.
PMI Onboarding and Training – TalentLMS
Explains that PMI onboarding, training, and certification activities are managed in TalentLMS, and identifies the appropriate contacts for training-related support.
Onboarding
Improved User administration: Responsibility areas
User administration now supports hotel-level responsibility areas, handovers, and the Works in field to help prepare for Task Manager.
Administration · User administration
User Administration – PMI responsibility areas
Set, transfer, and remove responsibility areas for hotel users so Task Manager can route tasks to the appropriate owner.
Administration · User administration
Planning assumptions replaces Constants in Profit & loss
Planning assumptions replaces Constants for managing budget and forecast calculation values, with assumption groups, Fast-fill, actuals comparisons, and hierarchy-level management.
PMI P&L · What's new in PMI
How PMI calculates Planning assumption values
Explains how PMI calculates and displays Planning assumption values, including implied actuals, variances, group totals, Fast-fill, Auto-fill, and Plan vs Actual export totals.
Profit & loss · Profit & loss
Planning assumptions: Understanding actuals and tooltips
Explains the tooltip messages for group and standalone planning assumptions, including actuals, linked accounts, comparisons, and missing data.
Profit & loss · Profit & loss
Planning assumptions – How to use Fast-fill
Use Fast-fill to populate planning months by spreading an amount, applying a historical pattern, or pulling values from a P&L formula.
Profit & loss · Profit & loss
How to use Planning assumptions
Create, manage, and update planning assumptions and groups for budget and forecast calculations in P&L.
Profit & loss · Profit & loss
Planning assumptions overview
Learn how Planning assumptions support budget and forecast calculations, where they are used, who can access them, and how to open them in PMI.
PMI planning