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 historical and forecasted movement—so your platform stays fully informed and up to date.Step 1 Go to...
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 build out day‑by‑day revenue data, ensuring your analytical foundation is complete and precise.Step 1...
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 forecast setup is accurate.Step 1 Back in the report overview, choose Reservations Forecast (REP name...
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 months of historical data needed for PMI’s setup.Step 1 Go to Miscellaneous and choose Reports Enter...
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 Run this report once with the date range: January 1st (last year) to yesterday. Export the file in...
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 validating the setup, so your data flows smoothly and reliably.Step 1 Property Delivery Method General...
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. Whether you’re setting this up from scratch or verifying your existing setup, this guide gives you...
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 information. Whether you’re setting it up fresh or just need a refresher, this guide has your...
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 on‑the‑books (OTB) forecast data it needs. Whether you’re initiating your forecast setup or refining...
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 PMI. Whether you’re doing this for the first time or refreshing your setup, this will help you get it...
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 platform. Whether you’re setting things up for the first time or refreshing your knowledge, we’ll...
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 up to date. Navigation:Main Menu > Administration > Import statusTable layout overview Each...
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 respond to any issues with missing or delayed data. By making the import process more transparent,...
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 shared with PMI, the data will not appear in PMI. In such cases, you may need to request a new export...
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, and analytics. Below is a categorized and up-to-date list of source systems that PMI can integrate...
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 Scheduled Reports.Select New to go to the scheduler.In the scheduler you need to search for the report...
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 data and uploads it to PMI. You will get a confirmation when it is complete.
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 example, if you are missing an import at 07:00, you can change the export time to 07:30 and Planday...
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. We have created a separate guide on how to set up each report, click on the links to how to....
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" tbl_chead_cell_color="#34AEF4" tbl_chead_cell_align_horz="center" tbl_chead_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 d2o server, credentials will be provided by d2o. Server host key Algorithm: ssh-rsa 1024...
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 (data elements and values) are required for daily data feed to PMI; PMI preferred output formats from...
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 configuration at the receiving end to be completed appropriately. Technical requirements for PMI Agent to...
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 applied in the adapter to get the desired data format and/or result in the PMI staging table where...
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 applied in the adapter to get the desired data format and/or result in the PMI staging table where...
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 applied in the adapter to get the desired data format and/or result in the PMI staging table where...
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 applied in the adapter to get the desired data format and/or result in the PMI staging table where...
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 applied in the adapter to get the desired data format and/or result in the PMI staging table where...
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 applied in the adapter to get the desired data format and/or result in the PMI staging table where...
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 applied in the adapter to get the desired data format and/or result in the PMI staging table where...
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 imported hours are handled depends on how the TKS exports the hours. If your property does not have an...
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 driver and divides it by the number of hours used for a specific day, or the hours planned for a...
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 rep_ev in the Report field and click on Search 3. Choose the report Daily Catering Forecast (REP...
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. In Opera PMS, select “Miscellaneous” and “Reports Scheduler”3. In Scheduler, you can create a new...
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 days.[dvmd_table_maker tbl_scrolling_active="on" tbl_scrolling_col_sticky="on"...
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 applied in the adapter to get the desired data format and/or result in the PMI staging table where...
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 applied in the adapter to get the desired data format and/or result in the PMI staging table where...
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 range should be from “today” + 365 days or how far out there is data in the RMS[dvmd_table_maker...
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 what data is needed to calculate the KPI’s in PMI as well as a description of different transfer...
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 applied in the adapter to get the desired data format and/or result in the PMI staging table where...
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 applied in the adapter to get the desired data format and/or result in the PMI staging table where...
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 applied in the adapter to get the desired data format and/or result in the PMI staging table where...
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 applied in the adapter to get the desired data format and/or result in the PMI staging table where...
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 applied in the adapter to get the desired data format and/or result in the PMI staging table where...
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 enter the filename HGP247 / htm6. Select Common. 7. Select OK8. Answer Yes when asked whether you...
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 selected date should be 15.09.2006 in both “From date” and “To date” fields (night driving from...
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 the report Accounts (located top right). 3. Select the previous day from the calendar (located on...
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 reservation in the Report field and click on Search. 3. Choose the report Reservations Statistics 1 (REP...
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. Special2. Choose the report “2 – PMI Market Segment”3. Choose “Calculate New Forecast”.NOTE!...
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 reservations (on the book).[dvmd_table_maker tbl_scrolling_active="on" tbl_scrolling_col_sticky="on"...
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 import both actuals and reservations (on the book).[dvmd_table_maker tbl_scrolling_active="on"...
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 applied in the adapter to get the desired data format and/or result in the PMI staging table where...
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" tbl_tcell_cell_align_vert="center" tbl_chead_cell_color="#34AEF4" tbl_chead_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 applied in the adapter to get the desired data format and/or result in PMI staging table where such...
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 applied in the adapter to get the desired data format and/or result in the PMI staging table where...
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 applied in the adapter to get the desired data format and/or result in the PMI staging table where...
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 applied in the adapter to get the desired data format and/or result in the PMI staging table where...
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 applied in the adapter to get the desired data format and/or result in the PMI staging table where...
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 applied in the adapter to get the desired data format and/or result in the PMI staging table where...
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 applied in the adapter to get the desired data format and/or result in the PMI staging table where...
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 applied in the adapter to get the desired data format and/or result in PMI staging table where such...
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" tbl_tcell_cell_align_horz="center" tbl_tcell_cell_align_vert="center" tbl_chead_cell_color="#34AEF4"...
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 systems.[dvmd_table_maker tbl_scrolling_active="on" tbl_scrolling_col_sticky="on" tbl_stripes_active="on"...
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 extraction should utilize an API, although flat file transfer is also supported.[dvmd_table_maker...
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 Hovedbokstransaksjoner/Ledger Transactions Pick you fields – see picture Write it all out in Excle format first and… Delete...
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 only needs to include P&L accounts – balance sheet accounts are not used in PMI Planning. Please...
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 PMS: PMS actuals and PMS reservations. PMS actuals[dvmd_table_maker tbl_scrolling_active="on"...
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 4f725e8a-d8e0-48bb-bb6e-84183edb581d and a property ID (h_id) of 41 as an example. 1. Retrieve a Complete List of...