How to configure Express planner settings
Your automated forecasts are only as good as the data behind them. This guide shows you how to fine-tune your Express planner settings to ensure your…
Budget & forecast
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Knowledge Base
Explore articles, troubleshooting guidance and PMI updates.
Adding a New Hotel / Chain in PMI R&P
Setting up a brand-new property or chain in PMI R&P involves creating secure interfaces, data mappings, and back-end automations. For data-protection and platform-stability reasons this process…
Troubleshooting · User administration
How do I remove an account in PMI Planning?
Important: Accounts that already hold any data (actuals, budget, forecast) cannot be deleted outright. In PMI we de-activate them so they no longer appear in reports…
PMI planning · Troubleshooting
How to create a chain-level report in Planning
When you build a report in Planning → Report setup, PMI lets you decide who can see and run it. The key setting is the owner…
PMI planning · Troubleshooting
Enhancement for non-rooms Live forecast
This update enhances the non-room Live forecast by allowing you to view key rooms data—room nights, guest nights, and occupancy—directly within non-room departments. This provides better…
PMI release notes 2025
Quick-reference: spotting trouble before it hurts the bottom-line
Keeping these quick checks in the daily routine protects labour productivity and revenue without jeopardising guest experience.
Management perspective · Troubleshooting
What does “Display per unit” do in the percent block?
The " Display per unit " checkbox in the Percent block changes how percentages are calculated and shown. Instead of calculating percentages based on total values,…
PMI planning · Troubleshooting
What does “Factor” mean in the value block?
In PMI's Planning module, the " Factor " option allows you to automatically multiply values from other lines — instead of entering a fixed value or…
PMI planning · Troubleshooting
How to create or customize a report in PMI Planning
In PMI's Planning module, you can tailor reports to your needs by customizing existing views or creating new ones, provided you have the appropriate user rights.…
PMI planning · Troubleshooting
Can I add a new account without downloading and uploading an Excel file?
Only sub-accounts can be added manually within PMI. If you're trying to add a completely new account (i.e., not under an existing account), this must be…
PMI planning · Troubleshooting