PMI Knowledge base
List of all articles in the current, selected, category.
Schedule
Schedule 7/8 How to replace shift codes for a period [2:00]
Schedule 6/8 How to create a rotating schedule [3:20]
Schedule 5/8 How to add shift codes to team members [3:41]
Schedule 4/8 How to create a shift code [3:30]
Schedule 3/8 How to add a team member [2:07]
Schedule 2/8 How to create a labor cockpit schedule [4:29]
Schedule 1/8 Navigation [5:12]
The Schedule Tools & View menu options overview
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...
Split Shifts Between Departments
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:...
How to work with the Schedule in PMI
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...
Revise staff
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 to revise a schedule
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. ...
How to print a schedule
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...
Predefined shift codes
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...
PMI Schedule: Information and Calculation rows explained
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...
Labor cockpit schedule
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...
How to make a schedule
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...