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...
Portfolio perspective
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...
How to tell if a forecast for future months has been submitted
PMI does not send automatic alerts when future forecasts are missing — but you can easily check the submission status using built-in tools,...
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...
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...
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...
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,...
Why can’t I edit the forecast for a closed or previous period?
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...
I can’t enter the closing value for food inventory
In PMI, the Closing inventory value for one month automatically becomes the Opening inventory value for the following month. If the field appears...
Why can’t I edit rates for a past month?
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...