PMI knowledge base
Indexed Articles
A
- Accounts overview
- Activate OTB & Revenue Driver based forecast
- Activity log enhancement - 07.23
- Activity log overview
- Add documents to a property
- Administration Labor cockpit [14:49]
- Alert Configuration
- Arrivals and departures forecast enhancement - 02.23
- Arrivals/Departures
- A simple guide to understanding RevPOLU
- Automatic renewal of constants enhancement - 10.24
B
C
- Can I change the properties I see in Benchmarking?
- Can I edit the figures in the Flash report?
- Can I print the report in Benchmarking?
- Can one employee work in two departments?
- Closing Profit Center or Cockpit
- CO2 factors enhancement - 09.24
- CO2 factors overview
- Collaborative Forecasting with PMI Prediction
- Comparative data explained
- Compare
- Compiling revenue streams overview
- Configuration Guide
- Consolidated view in Benchmarking and Management Perspective
- Consolidated view in Benchmarking and Management Perspective [3:20]
- Consolidation OTB enhancement - April 2024
- Consolidation OTB overview
- Cost
- Create a Manual Forecast
- Currency settings
D
- Daily and weekly routines for department heads
- Data elements required for hotel market report
- Data elements required from AMS
- Data elements required from PMS
- Data elements required from POS
- Data elements required from RMS
- Data elements required from S&C
- Data elements required from TKS
- Data elements required from TRS
- Data elemets required for food cost import
- Data Journey
- Data Retention Policy
- Data Spec POS import for F&B Analytics
- Data table general explained
- Date picker enhancement - 07.24
- Different view options in the Flash report
- Does PMI lock target submissions after a cutoff date?
- Do I have to change my budget & forecast manually every month?
- Do workers added in the schedule get carried over to future months?
E
F
- Fact sheets overview
- First step to establish Single Sign-On (SS0)
- Flash Report Onboarding [6:27]
- Flash report overview
- Flash Report Overview [2:25]
- Flash report overview [2:25]
- Food cost cockpit [6:21]
- Food cost cockpit overview
- Forecasting Algorithm
- Formula/Calculations explained
- Front office Labor cockpit [12:05]
- FRS – 2Book (SAAS only)
G
- GDPR orientation
- General Chain Settings
- General Settings of Live Forecast Module
- GM daily digest enhancement March 2024
- GM daily digest enhancements - 09.22
- GM daily digest overview
- GM daily digest: Rev-GOP conversion explained
- GM daily digest: Waterfall chart explained
- GM Introduction to PMI
- Goal charts and YoY comparison explained
- Goal distribution tool enhancement - 09.23
- GoGreen benchmarking enhancement - 01.23
- GoGreen cockpit: Highlight months missing data on 12 month graph - 07.23
- GoGreen data integration partners
- GoGreen Data specification spreadsheet
- GoGreen documentation PPT
- GoGreen Doing cockpit enhancement - 06.23
- GoGreen Doing Cockpit overview
- GoGreen Food waste cockpit enhancement - 08.23
- GoGreen home page overview
- GoGreen index calculation enhancement - 04.23
- GoGreen index: How are the measurements calculated?
- GoGreen index overview
- GoGreen Learning page overview
- GoGreen manual entry enhancement - 10.24
- GoGreen targets explanation
- GoGreen Task Bank and Cockpit enhancements - 12.24
- Group external hotel
- Guest Factor calculation
H
- Hours transfer rules
- Housekeeping Labor cockpit [11:20]
- How am I performing compared to my forecast/budget/last year?
- How are the GoGreen targets calculated?
- How can I print the report?
- How can I see the hours that are imported to PMI?
- How can I see what the current cost driver is?
- How can I switch between viewing daily and monthly figures?
- How does PMI summarize the hours?
- How does SMART allocate daily hours?
- How does the cost driver effect my hours and productivity?
- How do I add an account in Profit & Loss?
- How do I add a schedule to my cockpit?
- How do I add a shift code?
- How do I calculate ARR and ADR?
- How do I change my password?
- How do I check what segments add to the total daily figure?
- How do I copy from reference?
- How do I copy hours into the unspecified row (Timekeeping system excluded)
- How do I copy to Live forecast?
- How do I create a rotating schedule?
- How do I edit my covers?
- How do I enter the rates?
- How do I estimate my Closing Inventory?
- How do I Import data in PMI?
- How do I know if I am scheduling according to activity?
- How do I know if the mapping is correct?
- How do I know where accounts should go in PMI?
- How do I make a new schedule?
- How do I manage users?
- How do I map the categories in the timekeeping system (TKS)?
- How do I navigate the tools in the schedule?
- How do I reset the pickup for a full month?
- How do I set a productivity goal?
- How do I submit my Live forecast to forecast?
- How do I use the YTD view option in Profit & Loss?
- How F&B departments can set realistic targets when room revenue drops temporarily
- How is productivity calculated?
- How is the month-to-date forecast and budget calculated in the Flash report?
- How is the plan data prepopulated? Where does the plan data come from?
- How pickup fields are displayed and used in Room live forecast
- How to add a comparison year in P&L
- How to add other non-operating revenue in Planning
- How to add room revenue in Planning
- How to add staff and manage staff cost
- How to approve a forecast or budget in PMI
- How to build a P&L planning report
- How to check if increased targets are improving productivity this month
- How to complete Classification Fact sheet
- How to configure Express planner settings
- How to copy from reference
- How to create a demo property
- How to create a pre-populated new plan for Budget or Forecast [3:02]
- How to do a manual PMS export from HotSoft
- How to do a manual PMS export from Opera
- How to do a monthly forecast routine in NextGen Planning
- How to do EMMA mapping
- How to do RevPlan mapping
- How to do SAP labor cost mapping
- How to edit a GoGreen plan
- How to edit and update using the staffing tool
- How to edit a plan [3:52]
- How to enable Opera Cloud reports
- How to enter a revenue budget in PMI using Live forecast data
- How to enter a revenue budget in PMI using the Data Upload Centre
- How to input a budget in PMI
- How to link KPI targets to a cockpit
- How to make a manual entry in a GoGreen cockpit
- How to make a profit forecast
- How to make a schedule
- How to make a video
- How to manually enter a revenue budget in PMI
- How to map accounts
- How to map from an external timekeeping system
- How to modify a P&L report
- How to monitor incoming data in Import status
- How to populate and edit accounts
- How to populate history from Opera to PMI
- How to revise a schedule
- How to run Express planner
- How to set monthly labor productivity and hour targets in PMI
- How to set up a Live forecast: configuration settings
- How to set up an Opera reports export
- How to set up a Plan
- How to set up a weekly Live forecast
- How to transfer data to PMI
- How to trigger a new Planday TKS export file
- How to upload actuals, budget & forecast
- How to use a timekeeping system (TKS) import in the Cockpit
- How to use hours transfer [3:34]
- How to use the edit panel
- How to view imported data in the Import status
- How to work with labor cost
- How to work with non-rooms Budget and forecast
- How to work with Rooms Budget and forecast
I
- I cannot see my department in Timekeeping System (TKS) mapping. How do I see it?
- If I delete a user who no longer needs access to our property, will that delete their access to our property only, or will it delete them from PMI completely?
- Imported food cost purchases overview
- Import status enhancement - 09.22
- Import Status overview
- Information/calculation rows in PMI schedule - 09.22
- Input methods in Planning: manual, even, and source definition explained
- Interface Editor
- Introduction to PMI enhancement
- Introduction to the PMI App
- Intro to NextGen GoGreen Planning
- I want to see my actual submitted numbers
K
- Kitchen food cost overview
- Kitchen Labor cockpit [11:28]
- Knowledge base blade in PMI
- KPI settings overview
- KPI targets enhancement - 01.23
- KPI targets enhancement - 07.24
- KPI targets enhancement - 10.24
- KPI targets enhancement February 2024
- KPI targets enhancement - January 2024
- KPI targets overview
- KPI upload tool enhancement - 08.23
L
- Labor cockpit cost driver
- Labor Cockpit Onboarding [18:16]
- Labor cockpit overview
- Labor cockpit overview [3:12]
- Labor Cockpit Preparations
- Labor cockpit schedule
- Labor planning: How to configure chain and property settings
- Labor planning: How to edit
- Labor tables explained
- Live forecast 1/5 navigation [5:05]
- Live Forecast 2/5 Rooms [5:05]
- Live forecast 3/5 meeting & event [5:40]
- Live forecast 4/5 food & beverage [6:11]
- Live forecast 5/5 breakfast [7:19]
- Live forecast enhancement: Editing ARR values -12.23
- Live Forecast – Go Green
- Live forecast onboarding [6:06]
- Live forecast overview
- Live forecast overview [2:58]
- Live forecast tools and personal view settings
- Login and change Password in PMI
M
- Main chart explained
- Management perspective overview
- Management perspective overview [3:06]
- Manual Export AMS – Visma
- Manual Export – Opera Scheduler
- Manual Export PMS – Fidelio
- Manual Export PMS – Picasso
- Manual Export PMS – Protel
- Manual Export PMS – Spirit Web
- Manual Export S&C – Delphi
- Manual Export S&C – Opera
- Mapping rules explained
- Mastering PIA chat for enhanced productivity
- Measuring productivity in food & beverage divisions
- Min/Max explanation
- Month – end values
- Monthly routine food cost cockpit
- My food cost % is wrong (too high/low). Why is that?
- My turnover days are set to 32. What does that mean?
N
O
- Onboarding roles – Administration
- Onboarding roles – Bar and Pub
- Onboarding roles – Breakfast
- Onboarding roles – Finance
- Onboarding roles – Food cost
- Onboarding roles – Front Office
- Onboarding roles – General Manager and Owners
- Onboarding roles – Housekeeping
- Onboarding roles – Kitchen
- Onboarding roles overview
- Onboarding roles – Repair and Maintenance
- Onboarding roles – Restaurant and Meeting & Event
- Onboarding roles – Stewarding
- Onboarding to PMI
- Operational status
- Operational status - for d2o users
- Operational status? for d2o users
- Operational status? for d2o users
- OTB Based Forecast
- Overview of Integration Site
- Overview of PMI’s comprehensive management modules
P
- Parent and sub-cockpits explained
- Passive On the books “OTB” for other departments
- Peak time demand
- Period locking overview
- Period update
- PIA chat features
- Pickup explanation
- Planning Menu – Tools and View Options overview
- Planning set up enhancement: Roll forward forecast - 11.23
- Planning staff module overview
- Plan values explained
- Playbook - Auto forecasting in PMI
- P&L Planning 10/10 How to approve forecast and budget or target [2:34]
- P&L Planning 1/10 Purpose and benefits [2:25]
- P&L Planning 2/10 Navigation [4:26]
- P&L Planning 3/10 How to build a total [4:29]
- P&L Planning 4/10 Three ways of inserting figures [4:32]
- P&L Planning 5/10 How to add a sub account [1:42]
- P&L Planning 6/10 How to build a constant [2:42]
- P&L Planning 7/10 Staff module [2:48]
- P&L Planning 8/10 How to add a staff member [1:33]
- P&L Planning 9/10 How to revise and submit a forecast [3:01]
- P&L planning accounts enhancement - 06.24
- PMI adoption index dashboard overview [3:02]
- PMI adoption index enhancement - 05.24
- PMI adoption index enhancements - April 2024
- PMI adoption index: Help videos for measurements enhancement - 02.23
- PMI adoption index: How are the measurements calculated?
- PMI adoption index: Option to filter and export scores enhancement - 12.22
- PMI Adoption index overview
- PMI Advanced settings – Period locking - 06.22
- PMI API
- PMI API Best Practice Get Forecasted hours
- PMI File Agent setup and documentation
- PMI glossary
- PMI GoGreen - Cockpit overview [2:49]
- PMI GoGreen cockpit tools
- PMI GoGreen - How to prevent food waste [3:03]
- PMI GoGreen - How to reduce energy waste [3:08]
- PMI GoGreen - Missed opportunities [2:57]
- PMI GoGreen - Register actual consumption [2:24]
- PMI GoGreen -Towels & linens [3:02]
- PMI GoGreen - Waste [3:04]
- PMI GoGreen - Water [3:04]
- PMI home page overview
- PMI Index
- PMI Index calculation updates for 2024
- PMI Login Maintenance
- PMI Planning module overview
- PMI Planning Staff Module Overview [3:07]
- PMI prediction explained
- PMI prediction explanation
- PMI R&P Best Practice
- PMI Schedule: Information, Calculation rows explanation
- PMI setup for a new property
- PMI system integration overview
- PMI weekly meeting preparations
- PMS – Cenium
- PMS – Citybreak
- PMS – Fidelio
- PMS – Galaxy
- PMS – Hotsoft
- PMS – Ittre
- PMS – Lanmark
- PMS – Opera
- PMS – Picasso
- PMS – Protel
- PMS – Skidata
- PMS – Sprint
- PMS – Visbook
- Portfolio perspective onboarding [3:41]
- Portfolio Perspective overview
- POS – Best Value
- POS – HSI
- POS – KDR Gold
- POS – Mandarin
- POS – Micros
- POS – Opera
- POS – Oscar
- POS – Protel
- POS - RMS
- POS - RTP
- POS – Squirrel
- POS – Vest Systempartner
- Power BI overview
- Predefined shift codes
- Print all unmapped accounts on chain level - 03.22
- Printing a schedule
- Printing to Excel and PDF enhancement - 03.22
- Private: 10 Step Setup objectives & impediments
- Private: Share passwords to users/clients
- Process Queue
- Profit center Live forecast: Automatically switch between OTB and revenue driver
R
- Refrigerants and Fuel Tracking for GoGreen cockpits enhancement - 11.24
- Repair and Maintenance Labor cockpit [13:01]
- Resource consumption and purchase patterns
- Restaurant Labor cockpit [12:30]
- Revenue Driver Based Forecast
- Revenue Driver enhancement – able to choose more than last year as a source
- Revenue driver explained
- Revenue Drivers
- Revenue per guest enhancement in Flash report - 10.23
- Review and Maintain Food Cost
- Revise staff
- RMS – Easy RMS
- RMS – IDeaS
- Room Live Forecast
- Room Live forecast – Change to pickup fields - 04.22
- Room revenue Planning: Calculations explanation
- Rooms live forecast: How to work with auto Live forecast
- Rooms Live forecast: Sense check mode explained
S
- Sales forecast calendar
- Save changes button explained
- S&C – Delphi
- Schedule 1/8 Navigation [5:12]
- Schedule 2/8 How to create a labor cockpit schedule [4:29]
- Schedule 3/8 How to add a team member [2:07]
- Schedule 4/8 How to create a shift code [3:30]
- Schedule 5/8 How to add shift codes to team members [3:41]
- Schedule 6/8 How to create a rotating schedule [3:20]
- Schedule 7/8 How to replace shift codes for a period [2:00]
- Schedule 8/8 How to create split shifts between departments [2:42]
- Scheduling
- Seasons
- Segment OTB
- Sense check mode explained
- Setting productivity targets in PMI
- Share group
- Share hotel
- SMART Forecast enhancement - 09.22
- SMART forecast explained
- Sources of information analysis
- Split Shifts Between Departments
- Staffing guide explained
- Staffing screen overview
- Step 2 – Set up and Integration
- Stewarding Labor cockpit [11:38]
- Submit Live Forecast to Forecast (monthly routine)
T
- Technical specification for data integration
- Termination of contract
- The Pioneers Behind PMI: A Journey from Deadline to Online Empowerment
- There is a position missing in the Timekeeping system mapping. How can I fix this?
- The Schedule Tools & View menu
- Timesheet Onboarding [4:14]
- Time Sheet overview
- TMS – Capitech
- TMS – Kronos
- TMS – Mirus
- TMS – Planday
- TMS – PPE
- TMS – Protime
- TMS – Tempus
- TMS – Tidsbanken
- TMS – Timeplan
- TMS – Timepoint
- TMS – XLScheduler
- Types of cockpits in PMI explained
U
- Understanding the importance of including outsourced labor hours in PMI
- Unit price explained
- Update to NextGen Rooms Live forecast - 06.24
- Update to NextGen Rooms live forecast page: Personal view options, Mar 2024
- Update to NextGen Rooms Live forecast page: Sense check updates - 05.24
- Upload Users to PMI
- Use Forecast/Budget hours from Cockpit in P&L Staff module
- Useful links for sustainability and environmental management best practice
- User administration enhancements March 2024
- User administration overview
- User administration overview [3:52]
- User administration release note - 12.23
- User roles explanation
- User Settings
- Using arrivals and departures as a cost driver
V
W
- Weather normalization enhancement - 05.24
- Weather normalization explained
- Weather normalization overview
- What are Categories in PMI Timekeeping system?
- What are covers?
- What are fixed hours?
- What are “Hygiene factors” in the PMI adoption index?
- What are my routines in the Food cost cockpit?
- What are Pickup statistics?
- What are productive and non-productive hours?
- What are RevPAR and TrevPAR?
- What are the Key Performance Indicators (KPIs) in Management perspective?
- What are the KPI’s displaying?
- What are the rates and how are they calculated?
- What are the seasons in PMI?
- What are timekeeping system (TKS) excluded hours for?
- What does the absence column display?
- What do I enter in the Purchase column?
- What do the colors on the Cockpits mean?
- What do the pickups show and why are they sometimes negative?
- What happens when I save/activate the plan in set up?
- What insights are unique to the GM daily digest (vs. Management perspective)?
- What is a cost driver?
- What is a revenue driver?
- What is Benchmarking?
- What is comparative data?
- What is Departments in Timekeeping system (TKS) mapping?
- What is mapping accounts?
- What is mapping – timekeeping system?
- What is min/max hours?
- What is opening and closing stock?
- What is RevPOLU?
- What is Room revenue planning?
- What is SMART?
- What is the difference between Forecast and Live forecast?
- What is the Flash Report
- What is the Management perspective?
- What is the PMI adoption index (formerly called PMI index)?
- What is the recommended number of turnover days?
- What is turnover days and how is it calculated?
- When do I set up a plan?
- Where can I find the upload function?
- Where can I see account mapping details?
- Where do I change my food cost forecast?
- Which KPI tiles help identify when a team is struggling?
- Which rights do my users need?
- Why are my budget and forecast locked?
- Why are my departments marked in red
- Why are my room/guest nights wrong?
- Why are the numbers in the Flash report different from the Live forecast?
- Why can’t I change data in previous months?
- Why can’t I change the budget/forecast values directly?
- Why does on the books in PMI not match what we have in our PMS?
- Why do I have a red triangle to the left of the date?
- Why do the planned hours in the Timekeeping System (TKS) not match PMI?
- Why is my revenue wrong?
- Why is opening and closing stock important?
- Why is the total number of hours for the month too low/high?