How often is data updated in Portfolio perspective?

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.

Daily update (at midnight, 02:00) covers:

  • Last year
  • Current year
  • Next year

Applies to longer-term reporting and year-on-year comparisons.

Note:

  • Data appears in Portfolio as soon as it is submitted or locked
  • Actuals are included once imported and processed
  • This view does not rely on predictive recalculations, unlike SMART or Rooms Live Forecast

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