This is Report 4: Reservation History & Forecast (history_forecast) guide. This article explains how to export both past and upcoming arrivals and departures data from Opera PMS. Use it to feed PMI with detailed guest flow metrics—including...
This is Report 3: Trial Balance (trial_balance). This guide explains how to export daily revenue and ledger data from Opera PMS — one file per historical date — so your PMI system can accurately ingest your financial history. Use this report to...
This is Report 2: Reservation Forecast (res_forecast). This guide covers how to export future projections of room nights, guest nights, and room revenue from Opera PMS. Use this report to populate forward-looking data in PMI and ensure your...
This is the Report 1: Reservation Statistics 1 (res_statistics1) guide. In this article, you’ll learn how to manually export reservation data from Opera PMS—covering metrics like room nights and guest stays. Use this report to generate up to 12...
This is a guide to do manual report exports from PMS Opera This guide outlines how to manually export historical reports from Opera PMS to support the initial setup of PMI and ensure a complete import of historical data. Report 1: Res_statistic 1...
This is the “Set up SFTP Transfer” guide. In this article, you’ll learn how to configure secure file transfers between Opera (or your systems) and PMI using SFTP. We walk you through creating the SFTP channel, linking it to your reports, and...
This is the Opera Scheduler – Daily Forecast Report (M&E Revenue Forecast) guide. In this article, you’ll learn how to configure and schedule a daily forecast report in Opera to export future M&E (meetings & events) revenue data to PMI....
This is the Opera Scheduler – Reservation History & Forecast (history_forecast) guide. This article shows you how to export arrivals and departures data (past and upcoming) from Opera PMS, helping you keep PMI updated with detailed guest flow...
This is the Opera Scheduler – Reservation Forecast (res_forecast) guide. In this article, you’ll learn how to schedule and export future projections of room revenue, room nights, and guest nights from Opera PMS—providing your PMI system with the...
This is the Opera Scheduler – Report Trial Balance (Historical Revenue) guide. This article walks you through how to export historical revenue data from Opera via the Scheduler’s Trial Balance report, enabling you to feed accurate financials into...
This is the Opera Scheduler – Reservation Statistics 1 guide. This document walks you step‑by‑step through how to schedule and export historical room‑night and guest‑night data from Opera PMS, so you can seamlessly feed valuable stats into the PMI...
Purpose The Import status page shows if PMI has received the latest data from your reservation, timekeeping, and financial systems. Use it to confirm that imports are successful, quickly spot issues, and ensure your reports and forecasts are always...
Purpose The Import status page in PMI helps hotel managers and department heads easily monitor whether key data files have been successfully imported. This ensures users are working with the most up-to-date information and can quickly identify and...
Info This guide walks you through how to troubleshoot and resolve outstanding imports (missing data) in PMI. General NoteThe data displayed in PMI is based on the data we received and imported from your supplier. If an export file has not been...
PMI System Integration Overview (with full source system list) PMI (Productivity Management Intelligence) by d2o integrates with a broad array of source systems across hospitality operations to ingest daily data and support forecasting, reporting,...
If you do not see the option to manage scheduled reports in Opera, you need to make sure you have the correct access rights. Follow the steps below to add reports to the schedule. In Opera, select Reports, then Manage Reports, then Manage...
To manually send data to PMI for a specific date, go to the “Monitors” tab in the main menu and click on “GEX Console”.Select the interface you want to export data to, in this case PMI1, and the export date, and click Ok. HotSoft compiles the...
To trigger a new export in Planday, go to Settings > Portal settings section > Scheduled jobs The transfer runs on a schedule, specific for each portal. To trigger a "manual" transfer, the timemust be changed to a time in the near future. For...
PMI requires data from Opera on a daily basis. There is a possibility to set up automatic export from Opera. The different reports we require needs to be set up in Opera Scheduler. See the instructions below on each report that needs to be set up....
This form explains what elements are required for food cost imports.[dvmd_table_maker tbl_scrolling_active="on" tbl_scrolling_col_sticky="on" tbl_stripes_active="on" tbl_tcell_cell_align_horz="center" tbl_tcell_cell_align_vert="center"...
There are 5 main options to transfer files/data to PMI. They are listed below in the preferred order: Webservices/API – If your system offers such service, please provide access information/credentials. SFTP Client – you upload the daily extract to...
Summary This document explains the secure one-way data feed from various source applications to PMI. More specifically, it outlines: which transaction applications (sources) are relevant to consider as data feed systems to PMI (target); what data...
Prior to installation: Send d2o the full path name to where source files are located, i.e. PMI File Outbox folder Filenames (according to agreed naming conventions) The above information needs to be sent to d2o in order for the PMI File Agent...
For complete documentation and a list of all methods in the PMI API see: External site: Integration API page Best practice documents: API best practice - get forecasted hours
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
If your property uses an external timekeeping system (TKS), that data needs to be connected to PMI. The incoming data from the TKS needs to be assigned to the correct section in PMI, where it can then be seen in the cockpits. The way that the...
PMI is a productivity management tool which looks at the productivity per department in the hotel. PMI calculates the productivity by looking at the cost driver (typically revenue, room nights or covers) for the department. PMI then takes the cost...
Night Audit from Opera to PMI This report are used to import S&C OTB.. It has to be executed AFTER Opera Night Audit is successfully completed. Report: Daily Catering Forecast (rep_ev_forecast) 1. Go to Miscellaneous and choose Reports 2. Enter...
Here are two SQL queries that can be used for Delphi S&C export. Both files are in Zipped format. File:Delphi Event.sql.zip File:Delphi OTB.sql.zip
Report Scheduler: Schedule daily automatic run of the reports For certain release and license of Opera, a scheduling feature is possible to enable automatic execution at specified time(s). Below are the navigation steps.1. In Opera, select “PMS”2....
Why? The data set allows calculation of daily revenue forecast and optimal productivity as well as staffing level in PMI. What? The data set comprises of a daily snapshot of all sales and catering reservations recorded on the book for the next 365...
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
The table below shows the PMI data elements that need to be populated with values associated with corresponding data elements in the RMS application. There are two distinct sets of data needed from source RMS: RMS actuals and RMS reservations. Date...
In GM daily digest PMI can display the competitor benchmarking KPIs such as ranking of the property in the comp set, RGI, MPI and ARI. To be able to do this PMI needs a daily import from the hotel’s provider of this data. Below is a description of...
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
Procedure to print OTB figures from Spirit 1. Select the Report 2472. Mark the date line, and click the F3 key on your keyboard. 3. In the new image, select printing for 500 days.4. Mark To file line and click the F3 key on your keyboard.5. Click...
Night audit from Protel to PMI Report 1: Revenue 1. Log in to Protel, selectA. OfficeB. ReportC. 423 – Accounting Report (history)2. Select yesterday’s date in the fields “From time” and “To time”. If tonight is the night of 16.09.2006, the...
Night audit from Opera to PMI These reports (exports) have to be executed AFTER the Opera night audit is successfully completed. Report 1: Management Accounts (yesterday’s turnover) 1. Enter the Picasso Selector and select Management (F5) 2. Select...
Night audit from Opera to PMI These reports (exports) have to be executed AFTER the Opera night audit is successfully completed. Report 1: Reservation Statistics 1 (res_statistics1) 1. Go to Miscellaneous and choose Reports 2. Enter...
Night audit from Fidelio 6.1 to PMI These reports (exports) have to be executed AFTER the Fidelio night audit is successfully completed. Report 1: PMI Market Segment (MONTHFOR.DBF) 1. Open Fidelio List & Reports, chooseA. Reports andB....
The table below shows the PMI data elements required for PMI Revenue and Productivity (R&P) module. It shows the elements that we require from the source system PMS (Property Management System). Within PMS we import both actuals and...
The table below shows the PMI data elements required for PMI Revenue and Productivity (R&P) module regarding Arrivals & Departures. It shows the elements that we require from the source system PMS (Property Management System).Within PMS we...
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
This is a section describing what is required for the implementation of new POS interfaces. [dvmd_table_maker tbl_scrolling_active="on" tbl_scrolling_col_sticky="on" tbl_stripes_active="on" tbl_tcell_cell_align_horz="center"...
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
The table below shows the data relationship between PMI data elements/fields (target) and corresponding source data elements/fields (source). You will find the transformation/load rules meant to explain any programmatic manipulation and calculation...
This spec is for the new F&B Analytics module only. Some elements may not be valid for all properties, like segment, then ignore that.[dvmd_table_maker tbl_scrolling_active="on" tbl_scrolling_col_sticky="on" tbl_stripes_active="on"...
This is a section describing what is required for the implementation of new POS interfaces. For existing interfaces please visit the detailed description of these interfaces. The implementation of using actual covers is optional for POS...
This form explains the table reservation data we need in PMI for its daily cover forecasting algorithms. Its purpose is to help experts find the precise data points (fields) to extract from a table reservation system. Preferably, the daily...
For import of Actual figures from Visma into PMI Planning P&L It is advised to use the format .csv if possible and otherwise Excel will suffice.Steps of pulling a Visma report Regnskap/Accounting Bilagssøk/Verifications...
The table below shows the PMI data elements required for PMI Planning module. Corresponding data elements must be identified and included in the export routine that is to be set up in the accounting management system (or ledger/ERP). The extract...
The table below shows the PMI data elements required for PMI R&P module. Corresponding data elements must be identified and included in the export routine that is to be set up in PMS. There are two distinct sets of data needed from the source...
Property Management Integration Guide Most requests to the PMI API require a property ID (guid) or a chain ID, which will be part of the URL. These IDs will be provided by d2o. In the following examples, we will use the chain ID...