Why is the total hours in Management perspective different from the Schedule?
If the total hours in the Management Perspective (MP) don’t match the hours in the Schedule, it’s likely because one or more cockpits haven’t...
General issues
How to enter hours for last year in PMI
If you need to add or adjust historical hours in PMI (e.g. for last year), manual entry is not done in Budget & Forecast. Instead, you can...
How can I manually enter hours for last year?
You can manually enter last year’s hours in the Timesheet Cockpit by clicking the pencil icon next to the relevant day and department. This is...
How to copy and paste a formula in the P&L Source definition tool
If you’re trying to reuse a formula from one account in another (e.g., from “Kitchen – Paid Holidays” to “Steward – Paid Holidays”), here’s how...
Why is PMI showing hours instead of FTE in Budget (Target) & forecast?
If you’ve selected FTE in the Budget & Forecast module but the system still shows Hours under productivity, here’s what to check: Possible...
Missing OTB data for a specific department
If you’re missing OTB (On The Books) data for a department in PMI (like Breakfast for example), here’s what to check: Step 1: Check OTB Interface...
FTE looks incorrect — what to check
If your FTE looks too high, here’s what to check: Wrong row selected: Make sure you’re reading the correct FTE row. Some rows include...
How to tell if a forecast for future months has been submitted
PMI does not send automatic alerts for missing forecasts, but you can check the submission or status in two different modules depending on how...
How to confirm if P&L accounts are pulling the correct data
To quickly check if the revenue shown in your P&L report matches what’s in the Accounts view, and to confirm where the data is coming from...
How to activate deactivated accounts in Planning
If you want to reactivate accounts in the Planning module (e.g., accounts that were previously removed from view), follow these steps:...