If you cannot edit a value or formula in P&L Planning, the reason is usually one of the following: 1. The account has a Source Definition If you see a calculator icon on the account line, the value is controlled by a Source Definition. You cannot type directly in the cell. To adjust it, open the Source Definition and edit the setup there. See: How to populate and edit accounts 2. The...
We’ve introduced a new home for PMI release notes. Starting with 2026 releases, all updates are now published in this new, improved format to make it easier for you to stay informed about the latest features, enhancements, and improvements. Release notes from 2025 and earlier will remain available in the Knowledge Base, so you can still access historical updates whenever needed. You...
PMI views are organised by modules, as they appear in the main navigation menu. Some modules are always visible, while others depend on activated features, user roles, or chain configuration. The same view name (for example Cockpit) can exist in different modules and serve different purposes. Administration and Help are not modules by themselves. They are foundational areas in PMI that...
When the F&B Live Forecast is configured to forecast Total Revenue, any manual pickups are applied to the total Live Forecast amount for the profit center. The pickup itself is not food-specific. How Food Revenue is calculatedFood Revenue is derived from Total Revenue based on: Account mapping. Revenue accounts marked as Food define the historical food share used by PMI. Live Forecast...
If you’ve noticed that screenshots captured in CoE appear blank/empty when you open or inspect them, this is expected behavior for Power BI views. Power BI visuals are often rendered dynamically (client-side), and the “image” you see on screen isn’t always stored as a traditional, fully-populated bitmap in a way that survives inspection/export the way a normal webpage would. What actually...
If you’re experiencing an issue in PMI, you can reach our support team: Email: support@d2o.com Submit a support ticket: Create a request here No matter how you contact us, we’re here to help get you back on track quickly!
What the Row Colors Mean in the Account Mapping Table The Account Mapping Table uses color indicators to help you quickly understand the status of each row and determine whether any action is required. PMI does not automatically map new accounts; however, it may automatically remap existing mapped accounts when hierarchy changes occur. Below is an overview of what each color represents and...
RevPOLU is not displayed in the Flash report. Flash focuses on pacing and performance for each revenue centre using Forecast, Budget, and Last Year as comparison points. Because of this scope, the report does not include RevPOLU as a metric. Flash also uses a different calculation methodology: its month-end figures follow revenue-centre pacing logic, whereas RevPOLU is based on unit-level...
PMI occasionally feels a bit slower when it’s handling unusually large background tasks — for example, during major data imports or when running heavier forecasting recalculations. Many properties tend to submit budgets and forecasts around the same time at month-end, but this alone doesn’t normally cause performance issues. It can, however, coincide with other intensive processing tasks,...
Holiday hours (paid holidays / paid time off) should not be entered into PMI. Only hours that were actually worked, whether regular or overtime, are reported in the system. Paid time off does not contribute to productivity calculations and should be excluded to ensure accuracy in labour metrics. If employees worked on a holiday, those hours are entered normally as productive hours. If...