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 →...
Benchmarking reports do not pull data directly from schedules or timesheets, but rely on the saved data in each department’s cockpit. If hours are re-allocated from one department to another, or shared across multiple properties, head-office users should follow these steps to ensure the accuracy: ✅ Step 1: Validate Hours in the Original Cockpit Open the cockpit for each property and check the...
If a department has no historical data, PMI cannot use its SMART algorithms, which rely on past patterns to suggest efficient staffing levels. Instead, PMI falls back on cost driver logic as the primary basis for scheduling guidance: Here’s how it works: Cost Driver-Based Scheduling: The system uses a linked cost driver (e.g., room nights, covers, revenue) to estimate required hours. This...
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 — particularly when viewing last-year hours. Visual Cues & Hover Tooltips Hover over a cell in the Months or Year view: A tooltip popup will appear showing the breakdown, including last-year hours (if available). If the tooltip is missing data or shows...
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 been saved. Here’s how to check: Step 1: Check for red backgrounds in Management Perspective Look for any cockpit rows with a red background in the MP table. This indicates that those departments have unsaved changes — meaning updates from the Schedule...
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 use one of these two methods: Option 1: Upload hours via template (recommended) Go to Administration > Data Upload Centre. Click on Download Templates. Select and download the hours upload template. Fill in the template with your data (make sure to...
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 useful when historical data is missing or needs adjustment for benchmarking purposes. Steps: Go to the Timesheet Cockpit. Navigate to the correct department and date. Click the pencil icon to edit hours. Enter the value and click Save. Important:...
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 the paste function works in the Source Definition popup in PMI Planning: Step-by-step 1. Open the account with the formula you want to copy from Click the calculator icon next to the line (e.g., “Kitchen – Paid Holidays”). The full formula setup will...
If you’ve selected FTE in the Budget & Forecast module but the system still shows Hours under productivity, here’s what to check: Possible Reasons: FTEs are centrally managed: In some cases, FTE values are uploaded or controlled by a central team (e.g., head office), which overrides local FTE input and forces the view to show hours. Toggle was not applied correctly: Double-check that the...