How to tell if a forecast for future months has been submitted

Hamburg-based RIMC Hotels & Resorts implements d2o's Productivity Management tool PMI in 16 of its hotels

Written by Geson Perry

May 21, 2025

May 21, 2025

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:

  1. Navigate to: Planning → Profit & Loss → Tools → Status
  2. Select Property and Period (e.g., next 1–3 months).
  3. At the top, switch to “Forecast” (not Budget or Actual).
  4. Scroll down to view Profit Centre statuses.

Statuses explained:

  • Live = Forecast values exist but not yet submitted.
  • Ready = Submitted by the department but not locked.
  • Locked = Submitted and finalized (no further editing).
  • Rejected = Returned to department for correction.

Approval Status (optional):

Some properties have approval workflows. If enabled, you’ll also see:

  • Pending, Reviewing, Approved, or Rejected by management.

This is the most reliable way to confirm if forecasts have been submitted and finalized.

Option 2: PMI R&P (Live Forecast)

This is often used for setting forecasts, but it does not have a submission workflow like P&L.

Steps to Review:

  1. Go to Live Forecast
  2. Click the Tools icon → Submit from Live Forecast
  3. Choose period: Next three months or a custom range
  4. Review values
  5. Click Submit to push values to the Forecast version

Note: This action copies values but does not change the status to “Ready” or “Locked.” For that, you must use Planning Status Tool (Option 1).

Share this article!

You may also like…

0 Comments