PMI Knowledge base

List of all articles in the current, selected, category.

Administration

User roles explanation

What are user roles? PMI user access is managed in the User administration module. Each user is assigned a main role with access to specific modules. A user can be assigned only one main role. Additional add-onroles can be added to the main role if...

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User administration overview

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....

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How to upload data in PMI

What is the Data upload centre? The Data upload centre allows you to manually upload various types of data, including budgets, forecasts, actuals and KPI targets. Anyone with controller rights can access this feature. Access the Data upload centre...

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Activity log overview

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...

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Share hotel

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...

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Share group

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...

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Period update

What is Period update? It’s a functionality that enables you to set cut off dates. What is its purpose? By setting a cut off date you prevent past Revenue data and Hours data being edited in PMI. By working with offset days, PMI can lock the data...

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Period locking overview

What is Period locking?  Period locking is a functionality that enables you to set cut-off dates for editing data in PMI. What is its purpose?  By setting a period lock date you prevent past Revenue and Hours data being edited in PMI. This ensures...

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Operational status

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...

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Hours transfer rules

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...

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Introduction to the PMI App

What does the App include? The PMI App is meant to show full property status, down to department level. The main focus is the Management Perspective view that displays the same information that is presented in the web version. The application is...

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Group external hotel

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...

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Currency settings

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...

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Add documents to a property

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...

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Fact sheets overview

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...

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