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Troubleshooting

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 your property is configured: Option 1: PMI P&L (Planning) – Recommended Method This is the formal submission process where forecasts are actually locked and reviewed. Steps: Navigate to: Planning → Profit & Loss → Tools → Status Select Property...

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 (e.g., Budget, Forecast, or Live values), follow these steps: Step 1: Compare Totals Open the P&L report and note the total revenue. Then go to Planning → P&L → Accounts for the same period. Use the filter to show only Revenue accounts to...

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: Step-by-Step Instructions Go to the Accounts View Navigate to PMI Planning → Profit & Loss → Accounts. Make sure you’re in the Edit View (gear icon must be enabled, not grayed out). Enable ‘Show All’ Tick the box “Show All” to display both active and...

Productivity based hours

These are typically used for operational departments where productivity is the main target. When the cost driver (e.g., room nights, revenue) changes, PMI automatically recalculates the required hours to maintain the fixed productivity target. This keeps your labor plan aligned with real activity levels. What to do: Go to PMI cockpit → Select your department Click the gear icon to access...

How do I validate that the revenue in my P&L report matches the revenue in my accounts view?

To quickly check if the revenue in your P&L report matches the Accounts view, follow these simple steps: Step 1: Compare Totals Go to the P&L Report and note the total revenue. Then open the Accounts view for the same period. Use the filter to only show Revenue accounts — this simplifies the comparison. Check if the total matches the revenue shown in your P&L report. Tip: Click...

How to check which Add-On modules you have enabled in PMI

If you’re unsure whether certain PMI modules are enabled for your property or user role, the easiest way to check is by looking at your main menu navigation inside PMI. What to Look For:Modules will show as menu items in the left sidebar or in the top navigation menu when you click the main menu (hamburger icon). Here’s what each enabled module looks like: PMI R&P: Always visible,...

Navigating to GoGreen in PMI

GoGreen helps you track and manage sustainability data across departments. If you’re unsure which menu to use or where to find specific views like HoD comments — this article is for you. How to Open GoGreen From the main left-side menu, click GoGreen.This opens a sub-menu with three options: 1. Home – the main dashboard Shows all cockpits as tiles (Water, Energy, Food Waste, etc.) Ideal for...

Where to view all comments from HoDs in cockpits

In PMI, comments made by Heads of Departments (HoDs) are typically entered directly within their respective departmental cockpits, such as Labor or Revenue cockpits. These comments are specific to each department and day, providing context or explanations for variances between forecasts and actuals. Currently, PMI does not offer a centralized dashboard to view all HoD comments across...

How to add staff to a department in the PMI (Manual entry vs Scheduled workflow)

There are two ways to register staff and calculate personnel costs in PMI, depending on the department setup. 1. Manual Staff Entry (Fixed Cost or Non-Scheduled Departments) Use this if you’re adding staff in departments like Admin, Maintenance, or any area not driven by schedules. Steps: Go to the P&L module, and select the relevant department. Choose the “Staff” view at the top. Hover...

Why are my SMART hours a straight line?

If your SMART forecast displays a flat line—such as 3 hours per day—it typically indicates that the system is constrained by specific settings, preventing dynamic adjustments based on activity levels. Primary Cause: Min/Max Settings The most common reason for this issue is that the minimum and maximum hours in the SMART configuration are set to the same value. This setup restricts SMART from...