If you cannot edit a value or formula in P&L Planning, the reason is usually one of the following: 1. The account has a Source Definition If you see a calculator icon on the account line, the value is controlled by a Source Definition. You cannot type directly in the cell. To adjust it, open the Source Definition and edit the setup there. See: How to populate and edit accounts 2. The...
If you have trouble to generate (make or create) a report in the timesheet, one common solution to try is checking your view settings. Specifically, make sure you've included all necessary parameters, such as "Include Period-End" in your report criteria. This step is often overlooked but crucial for generating comprehensive reports that match your expectations. If you're still encountering...
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,...
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,...
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...