The planning cycle in PMI (Productivity Management Intelligence) normally starts towards the end of each month and follows a series of structured steps. Setting productivity targets is the second step in this monthly cycle and is the responsibility...
What is its purpose?Image description: View of the main screen in the Consolidation OTB module.The main purpose of Consolidation OTB module in PMI is to give a quick overview of the total On The Books (OTB) in a chosen period compared with last...
What is a labor plan? The Labor planning page in PMI is where you create monthly forecasts and budgets for labor hours and cost in each department. The monthly forecast should be once a month to ensure up-to-date and reliable forecasts. PMI...
There are now 2 options to choose from when Planning setup has been selected. Roll forward forecast This is a new feature that allows you to generate an updated monthly forecast without having to complete the planning setup each month. We...
What is its purpose? It reduces the manual workload and makes forecasting less error-prone. It enables you to import scheduled hours and base salaries from an external system(s). It enables you to forecast on both staff member level and total. You...
What is its purpose? The Room revenue planning page is used to create monthly forecasts and budgets (plans) for room revenue. PMI auto-populates the plan with a proposed plan based on the settings selected when creating a plan. This plan can then...
Room revenue planning is where you review and update monthly room revenue forecasts and budgets. It replaces the Budget & Forecast page for Room revenue. The forecast looks at number of room nights, Average Room Rate (ARR) and resulting room...
What is sense check mode? Sense check is a feature to help minimize errors in your data. It highlights obvious errors and values that seem extreme so you can review, correct or validate as needed. Sense check appears as an option on pages in...
What is GoGreen Planning? Planning is a new module that initially supports the GoGreen cockpits with financial elements for environmental targets. This module is prepopulated using the latest Live Forecast and estimates based on historical...
What is GoGreen planning? Planning is a new module that initially supports the GoGreen cockpits with financial elements for environmental targets. This module is prepopulated using the latest Live forecast and estimates based on historical...
What is its purpose? Use Budget/Forecast hours from Cockpit in P&L Staff Module to more efficiently update future forecast (budget). Intended users and requirements Controller, General Manager at property level and HQ Administrator or higher....
The Budget and Forecast module are where the targets and goals for each department are set. Access is via the main menu “Budget & Forecast”. PMI Best practise recommends to forecast/budget your activity/cost driver/rooms/revenue before you...
,Summary This summary will help you to set, manage and maintain your productivity targets in the Budget & forecast module or adjusting the hours directly in the Cockpit.Always aim to find a good productivity target for each department depending...
Summary This article explains how to work with and maintain your budgets and monthly forecasts for departments other than Rooms. Please see this article for how to work with Rooms. Intended Users PMI profit and cockpit owners Instructions Depending...
Summary This section displays how to handle and maintain the Rooms Budget and forecast. To handle and maintain budgets and forecasts for any other departments or profit centers, please see this article. Intended Users General manager, hotel...
What are the settings for the Express planner? The settings in Express planner are used to adjust the calculations behind the Express planner's automated forecasts. These should be set the first time you use the Express planner. The settings will...
What is the Express planner? The Express planner in PMI is a forecasting tool available to properties with the Profit and loss module activated. It creates an automated monthly forecast for all non-room revenue departments, and labor hours based on...
What is the Express planner?The Express planner in PMI is a forecasting tool available to properties with activated Profit & loss module. Based on source data, it creates an automated monthly forecast for all non-room revenue departments and...
What is its purpose? The Operational targets feature enables all operational departments at a property, (Housekeeping, Front Office, Breakfast, Restaurant, Bar and so on), to add multiple drivers instead of having only one available. Lets use...
What is its purpose? The planning staff module enables you to review and adjust staffing to meet demand (SMART forecast) all in one screen. The goal is to reduce manual workload and make forecasting less error-prone. You can import scheduled hours...
The goal is for those who work with budgets to enter next year’s budgets into PMI in a timely and accurate way, with as little effort as possible and following PMI Best Practice. This includes both revenue and cost budgets. There are three ways...
Summary Personnel cost consists of three different elements: Salary Social cost Other personnel cost Intended Users Heads of Departments Instructions Salary Costs Forecasting of salary starts in PMI R&P. A very important principle in PMI...
Summary It is possible to select different reports, depending on the setup of the property in Planning. Reports may be built up by the user with correct user rights or created by d2o at set up of property in PMI. If connected to Profitbase, the...
What is its purpose? There are several more choices that increase flexibility in the P&L Report module. It’s easier to focus on what figures you are looking at, and the menus are more informative. What are the actual modifications? 1. Actual:...
What is adding another year to comparison/reference? It’s the ability to add another year for comparison in the Account Summary module in P&L. What is its purpose? If you are responsible for several hotels, you are able to see the development...
Summary PMI Planning is found in the top menu, stated as “PMI Profit & Loss”. You will do all your budgeting and forecasting in the PMI Profit & Loss. Intended Users GM, Controller, and Heads of Departments Instructions Division − all...
Summary This chapter describes how to make a Live Forecast/Weekly Forecast in Planning at any time. This functionality may be used when requirements exists to produce a weekly P&L forecast in addition to a monthly P&L forecast that is the...
Summary We will now focus on what steps to take to produce a profit forecast in PMI Planning. Intended Users GM, Controllers and Heads of Departments Revenue The work with your forecast starts with the revenue section. A vital part of PMI Planning...
What is its purpose? The planning staff module enables you to review and adjust staffing to meet demand (SMART forecast) all in one screen. The goal is to reduce manual workload and make forecasting less error-prone. You can import scheduled hours...
Summary Copy From Reference is used when you want to populate the version you are working in with content from a reference. When working with your budget for the next year, this could be a useful tool for you to copy your budget to Forecast. ...
How to send in/submit your budget/target or forecast in PMI Planning module. NB! Moved from Submit to Status in tools box. Summary When your budget/target/forecast work is completed and you wish to send in/freeze these figures to become a...
What is its purpose? Accounts overview is a quick way to show categories as totals and you can see divisions, departments and account levels. This is view only, so you cannot change anything or look at calculations. It's geared toward GMs,...
Summary Accounts are used in all departments to build your budget and/or forecast. Accounts may be added or deleted depending on the internal structures within the property or property chain. Please see Planning Menu for more information on how to...