GoGreen Period locking allows you to control when actual consumption data (e.g., electricity, gas, chemicals) can be edited in PMI. This ensures finalized data is protected while still visible for review. Objective By the end of this guide, you will be able to: Update GoGreen lock status at the chain level. Create or edit property exceptions....
Introduction Period locking helps you control when data in PMI can be changed. This article explains how to manage Period locking in practice, from chain-level settings to individual edits and property exceptions. Objective By the end of this guide, you will be able to: Update lock status at the chain level. Create an exception for a property....
What are user roles? PMI user access is managed in the User administration module. Users in PMI are assigned one primary role, which defines their core permissions. Additional add-on roles can be granted to extend what they can do. Below are the most common roles explained in plain language. Note: Department Managers have the same rights...
What is User administration? This module is where you manage user access. Add, delete or edit a user’s access rights in a specific property or properties. The module is accessed via the main menu in PMI, under the Administration column. Administrators and users with user administrator access role will have access to this page. User...
What is the Activity log? The Activity log provides an audit trail of the activity of each user within PMI at a property or chain. This includes viewing and updating of the different pages within PMI. The Activity log can be used to verify by whom and when edits were made to certain sections of PMI, or to track which users are actively using PMI....
To set up Single Sign-On ( SSO ) for your web app with different Active Directory (AD) systems, such as Azure AD and Windows ADFS, you will need to provide d2o with specific information and configurations. Here's the information d2o team need depending on what system the clients are using, Azure AD or ADFS: Azure AD: Azure AD tenant: Request the...
GDPR is great for the rights of citizens. It incentivises good corporate citizenship and levels the playing field for businesses. At d2o, we wholeheartedly embrace the implementation and enforcement of the General Data Protection Regulation (GDPR). As citizens, we highly value freedom and privacy. To this end, the GDPR is, foundationally, a great...
See below for detailed clarifications on each metric in the Classification fact sheet. Use this as a guide when completing the Classification fact sheet for your property. Metrics Floor space (m2) Based on size Star rating Location and clientele Floor space The total floor space of all inside areas in square meters Entity size Small: Less than...
What is Share hotel? Its a functionality on the “source” side, i.e. that enables a database that wants to share one or more hotel to another database. It’s only applicable for Benchmarking. Intended users and requirements This functionality is accessible to d2o, please contact support on support@d2o.com for assistance. How does this work? In the...
What is Share group? It’s a feature that enables all users to see all hotels, regardless of own hotel or user rights. It’s only applicable for Benchmarking. What is its purpose? It allows users in a specific group to have access to see other groups(s) in their Benchmarking view. We can limit available hotels in Benchmarking to the same group as...
Period locking allows you to set cut-off dates for editing data in PMI. This prevents finalized Revenue & Hours (R&P) and GoGreen consumption data from being changed accidentally. Why use it? Use Period locking to define clear cut-off points for editing data in PMI. This helps you: Protect finalized forecasts, actuals, and budgets...
What is Operational status? Its a status assigned to a property from a defined date (valid from date). It governs certain features in PMI like daily import, PMI Index, benchmarking calculation, file monitoring, maintenance of Live Forecast. What is its purpose? There are periods when a hotel closes completely and/or one or several departments....
What is Hours transfer? It’s a feature that enables you to move hours by means of an adjustment overlay from one department to one or more departments at a hotel. What is its purpose? It allows you to be more precise, so you have a clearer picture of the reality on department level at your hotel. Its a great tool to use if you have staff working...
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Summary This view enables you to change and edit your personal information. Intended Users All PMI users. Instructions You can edit your first name, middle name, last name, job title, email (username) and language in the User Information. You can also select Start View (your default landing view after login) as well as default property, if you...
How to change your password in PMI This article provides a step-by-step guide on how to log into PMI and change your password. In addition, it directs you on how to find our Onboarding videos, which are a brilliant way to familiarize yourself with PMI. You'll also encounter links to other useful articles outlining specific PMI roles, offering you...
PMI Solution Integration (Client Specific Source Data) The Company may, on Clients request, collect Source System Data from Clients or Client specific Integration Partners or Systems. Source System Integration may be with systems such as: Points of Sale (POS) F&B Reservation Systems (FRS) Table Reservation System (TRS) Time...
What Is the PMI App? The PMI App provides a streamlined, read-only view of your property’s performance data—mirroring much of what you see on the desktop version of PMI, with a focus on monitoring rather than editing. Key Characteristics: Read-only access: Forecasts, labor schedules, and Cockpit data cannot be edited in the app Mobile-friendly:...
What is Group external hotel? Its a functionality on the “destination” side. Here you decide in which group the shared hotels that others have shared with you should be displayed. It’s only applicable for Benchmarking. Intended users and requirements This functionality is accessible to d2o, please contact support@d2o.com for assistance. How does...
What is Currency settings Its a functionality that enables you to set and maintain currency in PMI. It’s only applicable for Benchmarking, P&L and Portfolio Perspective. These settings affect all three views. What is its purpose? It allows you to set date period, have different currencies for Budget, Forecast and Actual. Please note that...
There is a possibility to upload documents to PMI. The documents are not property specific but can be viewed by any property within a chain. Document types supported are Word (DOC, DOCX), Excel (XLS, XLSX) and PDF The documents added can be downloaded. To upload a new document go to the bottom, select a file and upload
What is its purpose? This functionality enables a user to capture data and/or metrics, that can be used to create ratios and key performance indicators (KPIs) for benchmarking. A predefined form containing information that is not readily available in PMI, for example the sizes of the various meeting rooms at the property, size of the lobby,...