If your F&B revenue was previously forecasted into one account (for example account 230) and is later split into several accounts (such as 210 Breakfast, 230 Food, and 110 Beverage/Kiosk), your future Budget & Forecast values must also be updated to follow the new structure. Historical months are normally left unchanged. The new account structure should instead be applied from a...
When exporting the Account Summary to Excel, the Reference column is not included, even if it is visible on screen. This is because the Reference column is a view-only comparison column, and the export only includes the primary data columns (such as Actual, Budget, and Forecast). This is the current design of Account Summary export, not something that can be enabled via settings. WorkaroundIf...
When you update a Forecast on a monthly level (e.g. using Revise forecast/budget), PMI automatically redistributes the new total across the days in that month. The daily values are recalculated based on the existing daily pattern, so the sum of all days will always match the updated monthly Forecast total. This is separate from Live Forecast, which is managed independently and only updates...
To create a consolidated view in Management Perspective, there are two important prerequisites: In Benchmarking, the Tools → Setup sources option is only available when you are in Productivity view. If you are in another Benchmarking view, you will not see it. Also, Consolidated views must be activated as a module in the Hierarchy. If the Consolidated views option is missing under Advanced...
Short answer:They use the same monthly target, but MTD is recalculated using SMART-distributed hours and cost driver for the days elapsed. Because SMART is not evenly distributed, the values will differ. Explanation Month-End target Based on the full-month plan Uses total monthly hours and cost driver→ Represents the overall monthly goal MTD target Based on SMART-distributed hours up to today...
If you want to copy your forecast into your budget in PMI, the correct method depends on where and how your setup is configured. Which method should I use? Planning (P&L): Use Copy From Reference Budget & Forecast (simple revenue setup): Use Copy (Submit) R&P or template-based setup: Use Upload Centre Rooms & F&B (simple Budget & Forecast setup) If you are working with...
The Index score shows how well the resource is being managed based on GoGreen best-practice measurements. Click “Show me how” to open the GoGreen Index, where you can see what is impacting your score and what to prioritize. Start by focusing on the lowest-scoring or highest-impact items. Typically, this means: Ensuring recent consumption has been entered Checking that the Live forecast aligns...
If you need to change the number of available rooms in PMI, do it in Live Forecast. How to do it Open Live Forecast Go to Tools Select Available Rooms Enter the updated number of rooms for the relevant dates Save Use this when rooms are temporarily unavailable, for example during renovation, out-of-order periods, or temporary...
Live Forecast Color Legend (forecast table) Note: This color legend applies only to the values shown in the Live Forecast table. Other views in PMI, such as Sense Check or alert panels, may use similar colors with different meanings. Colors in the Live Forecast table help you quickly understand how a forecast value was created and whether it requires attention. These colors apply to the...
If Live forecast shows a large gap versus OTB (e.g. OTB = 97 RN and Live = 37 RN), first check the update method. Go to: Live forecast → Tools → Configuration settings Under Live forecast update method, verify: Auto: Updates when new external file is imported Auto: PMI prediction updates daily ✅ (recommended if you do not import forecast files) If “Updates when new external file is imported”...