Accessing video playlists and tutorials in PMI
Users can find in-app help and video guides in several places within the PMI platform: In Each Module (PMI view) Look for the video icon beside...
Users can find in-app help and video guides in several places within the PMI platform: In Each Module (PMI view) Look for the video icon beside...
To maintain accurate reporting and data consistency across PMI modules, validate data at the point of entry—not in the reporting tools. Daily...
Benchmarking reports do not pull data directly from schedules or timesheets, but rely on the saved data in each department’s cockpit. If hours...
If a department has no historical data, PMI cannot use its SMART algorithms, which rely on past patterns to suggest efficient staffing levels....
The Timesheet report doesn’t flag issues directly, but there are a few on-screen cues that can help you identify if something’s off —...
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...
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...
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...
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...
If you’ve selected FTE in the Budget & Forecast module but the system still shows Hours under productivity, here’s what to check: Possible...