Important: Accounts that already hold any data (actuals, budget, forecast) cannot be deleted outright. In PMI we de-activate them so they no longer appear in reports or input screens. Step-by-step (de-activating an account) Open the Accounts tool: Planning ▸ Profit & Loss ▸ click the spanner / tools icon ▸ Accounts. Show everything: Tick Show all (top-right) so inactive rows are visible...
When you build a report in Planning → Report setup, PMI lets you decide who can see and run it.The key setting is the owner / scope of the report. 1. Create the report as usual Go to PMI Planning → Report setup. Click New report (or open an existing draft). Design the layout, filters, and KPIs you need. 2. Set the report’s scope to the whole chain At the bottom (or in the side panel,...
For General Managers (GM) Focus on these three tiles or views every morning 1. GM Daily Digest ▸ “Key insights” panel Any insight highlighted in red = the biggest money leak today (labour over-run, food-cost spike, revenue gap). → Ping the relevant HOD and ask: “Have you saved the latest cockpit? What is the fix?” 2. Home ▸ Labor-cockpit status tiles Red = more hours used than forecast...
The "Display per unit" checkbox in the Percent block changes how percentages are calculated and shown. Instead of calculating percentages based on total values, it shows them relative to each operational unit — like per room night, guest, or cover. Use "Display per unit" if you want to: Break down a percentage cost by unit (e.g., linen cost per room or food cost per cover) Compare costs...
In PMI’s Planning module, the “Factor” option allows you to automatically multiply values from other lines — instead of entering a fixed value or percentage manually. It’s perfect for calculating costs or figures tied to volume or activity levels. Example 1: Laundry Cost per Guest Night Let’s say you want to calculate laundry cost in the P&L, and you know your hotel spends $2 per guest...
In PMI’s Planning module, you can tailor reports to your needs by customizing existing views or creating new ones, provided you have the appropriate user rights. There are two main ways to get report-style outputs. 1. Customize a View in the Accounts Page (most common) If you are in Planning → Profit & Loss → Accounts, you can: Use the filters and dropdowns to select version (Budget,...
Only sub-accounts can be added manually within PMI. If you’re trying to add a completely new account (i.e., not under an existing account), this must be done using the Excel upload template. To Add a Sub-Account (no file needed): You can add a sub-account in Planning → Profit & Loss → Accounts: Switch to Edit View (gear icon top-right must be active). Locate a parent account that is not...
In the Planning Module Settings, each chain or property can define an Actual Date Delay Offset. This determines how many days PMI waits after month-end before switching from “Live Forecast” to “Actuals” in the P&L view. Example scenario: For a chain/property, Actual Date Delay Offset is set to 7 (could be any number like 2,3 or 5 etc.). If the “Use HQ Actual Delay Offset” box is checked,...
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 the property name in the top bar. Clicking this opens a relevant tutorial playlist for that specific view (Module). Knowledge Base Blade Available from the side menu, the Knowledge Base blade includes both: Articles with step-by-step instructions. A...
To maintain accurate reporting and data consistency across PMI modules, validate data at the point of entry—not in the reporting tools. Daily Checks – Validate at the Source: Labor Hours → Confirm yesterday’s hours are saved and correct in the Timesheet cockpit. Revenue → Cross-check revenue figures in the Flash Report or Mapping, where revenue is imported and categorized. OTB Forecast →...