Objective This guide shows you how to enter budget and forecast labor costs in PMI, depending on whether your property is set up to use rates or total labor cost.  Requirements - Access to the Budget and forecast module.- Permission to edit labor cost data.- Confirmation of which method your property uses: rates or total labor cost.- Prepared...
Objective Ensure that food cost data in PMI is accurate and up to date — capturing purchases, inventory changes, and calculating key metrics to support margin control. Requirements Access to PMI and the Food Cost view in Cockpit. Food Cost Budget & Forecast already created for the period. Target or strategy for food cost percentage. ...
PMI is designed to provide a complete overview of labor hours across all departments, helping you effectively manage and benchmark your hotel’s productivity performance. When a department like housekeeping is outsourced, it may seem unnecessary to include those hours in the system. However, maintaining this data is crucial for accurate...
What are the different cockpit types?Image: A Labor cockpit in PMI At the heart of PMI are the various "cockpits", each one designed to help you manage a different part of your operations. From keeping track of labor costs to monitoring your hotel's environmental footprint, these cockpits give you the information you need to make informed...
What is a parent cockpit? The purpose of a parent cockpit is to: Enable consolidation of hours and activity cost drivers. Streamline review and update of two or more sub-cockpits. For instance, IT, maintenance and finance departments are operated by a fixed staff level, independent from the day-to-day fluctuations in the level of business...
Summary How to close a Profit Center/Live Forecast and/or a cockpit during a period. Intended Users Forecast Owners and Cockpit Owners. Requirements Administrator user rights. Instructions Live Forecast/Profit Center If you for periods, need to close down a Live Forecast/Profit Center there are two options: Remove the Revenue Driver for the days...
What is the staffing guide? The Staffing Guide is a recommendation of how many labor hours to schedule each day for each department. Once activated, it appears as green lines in the graphs of each Labor Cockpit. Users with Administrator rights can activate it via the tools icon in the Cockpit. How is it calculated? The Staffing Guide uses...
Summary This article will help you to manage and understand the Schedule Tools & View menu − the available tools you have and view options. Intended Users Department heads Tools menu Spend some time to view the different functions within the Tools menu. All of them are described with a brief text. As a basic principle, what you see in the...
Summary If needed, you can create a shift code that divides the hours between various departments. Intended Users Cockpit Owners Purpose Schedule a staff member in two or more departments during the same shift. Prerequisites: Adequate knowledge regarding the creation of shift codes (see section Predefined shift codes in Help). Main Topic:...
Summary This article will help you to understand, navigate and manage your PMI scheduling. Intended Users Cockpit Owners Instructions For scheduling, you can choose between using the mouse or the keyboard. Until you remember the different shortcut keys, open the Shift Codes tab and choose the shift you want to use. When making the schedule, a...
Add a new worker Click the Add staff field on the left and start typing the employee’s first name. If PMI finds a match, select it from the pop‑up. If no match appears, click outside the cell, then fill in all required details (make sure the Employee Number is correct — it’s your unique ID!). Pro tip: Employee Number prevents accidental...
How does it work? This method is often used if you don’t have a timekeeping system (that is integrated with PMI) and you want to keep actual consumption per worker. The days that have not been approved are indicated with a red cell background. If you need to revise hours, enter the Schedule you need to revise by clicking on the Schedule name. ...
Summary This article explains how to print and export your schedule. Intended Users Cockpit Owners Instructions A general rule is that PMI exports according to the view you have on the screen. If you are currently showing codes, it will be exported with codes. Therefore, remember to save your schedule before you export or print your schedule. An...
Summary This summary will help you to understand how to work with predefined shift codes and how to build or maintain shift codes. Intended Users Cockpit Owners Instructions Open the shift codes by clicking on the Shift Codes tab in Tools menu. If one or more persons are already in another schedule and/or department, the schedule for those...
What are information/calculation rows in PMI Schedule? Custom rows can be added in PMI Schedule that give you additional insights when scheduling. This allows you to view relevant details, ensuring that good schedules are created. What is their purpose? Information rows are used as a reference point. You can manually input relevant data as a...
Summary All Cockpits in PMI can have one or more Schedules linked to it. Be aware that any changes to a schedule for past historic days are not reflected in the cockpit. Any changes to hours worked for past days needs to be done in the cockpit. Intended Users Cockpit Owners Purpose Planning workforce in a department. Main Topic It is...
Summary This section will briefly explain how to create a schedule. Intended Users Cockpit Owners Instructions From the Labor Cockpit: In the Tools menu, you can create a schedule for your department − or more, if you have several shift plans − but we do recommend you have only one schedule in place in order to save you time and effort...
It is possible to use Arrivals and/or Departures as a cost driver in a cockpit.When you activate the forecasting feature for Arrivals/Departures in Rooms Live forecast, it will generate a daily forecast for arrivals and departures. This forecast will be derived from the daily Live forecast room nights values. Changing a housekeeping or front...
Summary There are different ways to work with labor cost in PMI R&P. The rate will always be displayed in the Cockpit and the box where it is displayed can either be opened for editting or closed, depending on the settings selected. We differentiate between Current Rate (Live forecast rate), Forecasted Rate and Budgeted Rate. The calculation...
What is Min/Max? MIN/MAX hours is a setting in the labor cockpit in PMI. It allows you to manually set a minimum and maximum number of hours to be scheduled each day of the week for your department. Exceptions can be added for holidays and fixed dates, ensuring flexibility for unique scheduling needs. What is its purpose? Setting Min/Max hours...
SMART is a monthly forecast based on the productivity/hours forecast set (How is SMART calculated?). It identifies historical trends to suggest how many hours should be scheduled each day in order to meet the monthly productivity/hours forecast. The manual primary cost driver will always be included, but SMART may identify the best correlation...
What is a SMART forecast? The SMART forecast in PMI is a daily breakdown of your monthly productivity/hours forecast . SMART forecast allocates the month forecast to each day based on the expected activity levels of hotel using the cost driver forecast and historic staffing patterns. This can be used to plan staff schedules in line with the...
Summary The Cost driver tab in the Labor cockpit is used for managing the department’s cost driver. Most hotel groups have corporate standards to be able to compare like for like, please verify with your head office before changing the settings. Intended Users Cockpit Owners Instructions A factor that causes a change in labor hours; i.e. what...
Summary PMI Labor Cockpit (and Schedule) are used to manage labor cost and adjust the staffing according to expected level of activity in the department, both short and long term. This article covers the Budget and Forecast preparations needed for managing productivity. Intended Users Cockpit Owners Instructions Preparations The purpose with the...
Understanding the Labor Cockpit Layout At the top of the screen, on the same level as the breadcrumb navigation (e.g., Cockpit > Hotel name > Department), you’ll find selection tabs to switch between cockpit types such as Revenue, Food Cost, and Food Waste, depending on what’s available for your department. Just below that, you’ll see radio...
Summary The procedure below allows you to record your food cost and manage your food purchases by adequately measuring your stock turnover rate on a daily and monthly routine in order to maximize profit on the margin. Intended Users F&B Managers, Executive Chefs, Chefs, Controllers or Revenue Managers. Purpose Manage your food purchases in...
Summary This summary will help you to understand and manage the Food Cost Cockpit. Intended Users Executive Chefs, Chefs = Kitchen Food Cost Owners Instructions The purpose of the Food Cost Cockpit is to manage resource consumption and purchase pattern in order to achieve the forecasted food cost and recommended stock turnover. Update frequency...
Summary Food Cost Cockpit is always part of a Labor Cockpit − usually the Kitchen or Breakfast Cockpit. Intended Users Executive Chefs and Food Cost Cockpit Owners. Instructions The PMI Kitchen Food Cost cockpit helps the Executive Chef to manage the food cost and plan the daily purchases more in accordance with the food revenue stream. 1. Switch...
Properties with PMI Planning have the possibility to import actual food purchase into PMI. All food purchases are imported daily into PMI, giving the kitchen food cost owner an effortless overview of monthly expenditures. A kitchen normally has different types of purchases. Some are short-term and some are long-term, or purchased for a specific...
Summary Monthly tasks in the food cost cockpit Intended Users Kitchen Food Cost Owners Instructions 1. The food cost cockpit is found in (one of) the kitchen labor cockpit(s). Click on Food Cost in the Cockpit view located in the upper menu bar. 2. Enter the closing stock and save to get a correct food cost percentage. Make sure you are in the...
What is a Labor cockpit? The Labor cockpit is where department heads manage their staff schedules. There is a Labor cockpit for each department in PMI and a department head has been assigned to each one. Here, they manage the staff schedules according to the needs and activity in their department.As a department head, your main goals when using...
Start by selecting the correct view At the top of the Food Cost cockpit, just below the breadcrumb menu, you’ll find radio buttons labeled: Labor Food Cost Food Waste These control the type of data shown for the selected department. To follow the routine described in this article, make sure Food Cost is selected. Tip: The view won’t make sense if...