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Knowledge Base

Explore articles, troubleshooting guidance and PMI updates.

KB Article

Where can I find the upload function?

In PMI you can upload your budget, forecast and actual data,. The Upload function is found in the main menu under the Administration column. From the…

Budget & forecast

KB Article

How do I navigate the tools in the schedule?

There are many different functions within the Tools menu in the Schedule module. All of them are described with a brief text. As a basic principle,…

Schedule

KB Article

How do I create a rotating schedule?

Creating a rotating schedule is a good option when you have a rolling schedule in place. This function lets you copy a schedule that you have…

Schedule

KB Article

How do I make a new schedule?

From the Tools menu in the Schedule (or Cockpit) module, you can choose Add New Schedule. You can have several schedules for one department/cockpit, but we…

Schedule

KB Article

How do I add a shift code?

From the Schedule module, you can add, maintain and work with predefined shift codes. Click the Tools icon at the top right, then select Shift Codes,…

Schedule

KB Article

Can one employee work in two departments?

Yes, if needed, you can create a shift code that divides the hours between different departments. Click on the link to see how you create an…

Schedule

KB Article

Where do I change my food cost forecast?

Go to the navigation menu, choose Budget & Forecast and select your cockpit. Here you can insert or update your forecast and budget for food cost…

Food cost

KB Article

My food cost % is wrong (too high/low). Why is that?

1. Make sure you are looking at the correct period, MTD or Month-end. 2. Are opening and closing correctly inserted? 3. Are purchases entered correctly? 4.…

Food cost