In PMI, forecast periods like May can become locked after a certain point to protect finalized data. If you have the right role (e.g. Operational Manager, Controller), but still can’t edit, it’s likely due to Period locking being active. What to do: Check Period Locking: Go to Advanced settings > Period locking Look for a padlock icon next to May. If it’s locked, click to unlock — this...
In PMI, the Closing inventory value for one month automatically becomes the Opening inventory value for the following month. If the field appears locked or non-editable, here’s what to check: Possible Reasons & What to Do: 1. The period is locked Once a month has ended, PMI treats it as finalized (actuals). Fields like Closing inventory are locked to protect reporting accuracy. Solution:...
Issue: You’re trying to change rates (or other values like hours, productivity, or labor costs) for a past month in PMI—like April—but the fields are locked and uneditable. Why It Happens PMI automatically locks all historical data to preserve reporting accuracy. Once a month ends, the system treats that data as actuals, not forecasts. This affects all modules, including the Cockpit and...
Issue: You’re unable to scroll or see the scroll bar when using PMI on a Mac, although it works fine on a PC. Likely Cause: This is almost always due to a macOS trackpad or mouse setting that hides or disables the scroll bar. What to Do: Go to: System Settings → Appearance (older macOS: System Preferences → General) Check Scroll Bar Settings. Look for the setting: Show scroll bars and choose:...
Issue: You’re seeing different values for the same KPIs when comparing the Benchmarking module and the Management Perspective. Likely Causes & Quick Fixes: Benchmarking data may be delayed Benchmarking updates less frequently than other modules. It can take up to 2 hours to reflect changes made in Management Perspective or Forecasts. What to do: Wait 1–2 hours, then refresh to check for...
The Portfolio Perspective reflects submitted and locked forecasts, along with imported actuals. It does not follow the predictive refresh intervals used in Live forecast modules. Portfolio Perspective Update Schedule PMI updates Portfolio data based on two schedules: Hourly updates covers: Last month Current month Next month Ensures near real-time visibility for the most relevant periods....
If some rooms are temporarily closed due to renovation, you can adjust your forecasts in PMI to ensure productivity and cost-driver metrics remain accurate. 1. Adjust Cost Drivers in the Forecast:Â To reflect reduced room availability: Go to the Revenue forecast view (under Live Forecast) Select the affected period (e.g. renovation month) In the Room nights or Available rooms field, enter the...
If you want to confirm whether all hotels have submitted their forecasts for the next three months, the steps depend on your access level. If you have access to the Planning module: Open the Live Forecast module Use the Submit Several or Approve Several options under the Tools menu The table will show: Each property Latest forecast submission date Status (e.g. Pending, Ready, or Locked) If...
To ensure forecast targets are properly set and reflected in PMI — whether for a coaching session, planning review, or operational check — follow these quick steps: Check the Budget & Forecast Module Go to Budget & Forecast Select the relevant month Confirm that productivity targets and hours are entered for all departments Review the Labor Cockpit Navigate to the Labor Cockpit for...
If a department’s forecast isn’t updated and remains at the staffing-guide default beyond the expected deadline, the PMI Adoption Index will indeed display this as a hygiene factor. These hygiene factors are marked in red to draw attention and indicate areas requiring action to maintain data integrity and operational efficiency. However, hygiene factors generally do not directly impact the...