If your FTE looks too high, here’s what to check: Wrong row selected: Make sure you’re reading the correct FTE row. Some rows include non-productive hours (e.g., sick leave, training), which inflate the total. Standard hours mismatch: In Advanced Settings, confirm the working month setup. For example: 23 days × 8 hours = 184 hrs per person → 368 hrs for 2 people = 2.0 FTE. Min/Max hours...
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...
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...
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...
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...
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...
The Staff module is used to manage and maintain the staffing structure for each department, including roles, salary levels, and hourly cost settings. Key Functions: Define staff roles and link them to cost accounts (e.g., Housekeeping Attendant, Receptionist) Assign hourly rates or salary levels for each role Differentiate between fixed and flexible staff Enable salary cost calculations in...
Issue: Some accounts in the Live Forecast column show 0 even though formulas exist. This is sometimes seen when: The formula appears present but doesn’t calculate Other months (e.g., June) work correctly while the current month (e.g., May) doesn’t Possible Causes: Constants set to 0% for the month in question Manual override that removed the formula for that month Missing or invalid data...
To manually link forecast revenue from the Revenue & Productivity (R&P) module to the Planning module in PMI: Go to the P&L module → Accounts. Select the account you want to link (e.g., Room Revenue). Under Source Definition, choose the source data, such as: Hotel Name → Room Revenue (Forecast) Save your changes. This method gives you full control and allows you to override...
If you’re using the Revenue & Productivity (R&P) module in PMI, keep in mind that this module focuses on revenue and productivity metrics rather than full financial reporting. Since not all cost data is available within R&P, the AI cannot provide full Gross Operating Profit (GOP) calculations. If cost-related insights are needed, AI will only infer potential GOP impacts based on...