Purpose of the article This article explains how to add and manage revenue forecasts for the Food & Beverage (F&B) division using the P&L Planning module in PMI. It focuses on how to connect revenue accounts to source data, apply percentages and constants, and ensure consistency across all F&B profit centers. The goal is to help...
Concept definition A constant in PMI Planning is a defined numeric value used to apply a consistent amount or ratio across one or more forecast periods. It’s commonly used for costs or revenues that repeat monthly or follow a stable pattern—like equipment leases or cost ratios. Using constants helps you streamline forecasting, ensure...
Objective By following this guide, you will enter monthly labor productivity or hour targets in PMI for each department using the Productivity sheet and the Budget & forecast module. Requirements You must have access rights to the Budget & forecast module. The period must be open (not locked). Know which departments are...
Objective By following this guide, you will be able to upload your revenue budget into PMI via the Data Upload Centre and ensure it is correctly reflected in the Budget & forecast module. Requirements You must have access rights in PMI to use the Data Upload Centre. Ensure you have budget prepared. The period you want to budget for should...
Objective By following this guide, you will be able to enter a revenue budget in PMI using Live forecast data as the foundation. Requirements You must have access rights to the Live forecast and Budget & forecast modules in PMI. The Live forecast should be updated and adjusted for at least the next 12 months as part of the monthly routine....
Objective You’ll learn how to manually enter revenue budgets in PMI for specific departments and time periods. Requirements - You must have access rights to the Budget & forecast module in PMI. - Know which department and period you want to enter the budget for. Estimated Time 2 minutes Steps 1. Log in to PMI. 2. Go to Budget &...
Concept definition This article shows how to use the three available input methods in PMI—manual, even and source definition—to enter values for revenue, cost of goods sold (COGS), or other expenses in the Planning module. These methods can be used across different divisions and profit centers. Understanding when and how to use each one gives...
Objective To add or update other non-operating revenue in the Planning module using manual entry, constants, even function or source definitions that combine multiple inputs. Requirements Access to the Planning module in PMI Permission to edit revenue accounts Estimated time to complete 3–5 minutes Steps 1. Log in to PMI. 2. From the...
Purpose Compiling revenue streams in PMI is a key step in building a complete and actionable P&L budget. It helps General Managers translate strategic goals into detailed financial plans—ensuring each revenue item is forecasted, tracked, and aligned with operational realities. This process supports comeback strategies by enabling smarter...
Objective Add or update Room revenue in the Planning module to ensure accurate budgeting and forecasting. Requirements Access to the Planning module in PMI Appropriate user rights Estimated time to complete 3 minutes Steps Log in to PMI. 1. Go to the Profit & Loss module.2. From the main menu, select Profit & Loss.3. Go to Rooms division...
Purpose The PMI Planning module is the central workspace for forecasting, budgeting, and aligning operational plans with financial goals. It enables General Managers and Financial Controllers to plan labor, revenue, and costs based on historical data, business targets, and operational drivers. This module ensures that plans are data-driven,...
Concept definition The express planner (EP) in PMI is a forecasting tool designed to automate the generation of monthly forecasts for ancillary revenue and labor hours. It helps users quickly generate projections based on historical data, growth assumptions, and productivity metrics. Formula or logic Step 0: Settings are configured (See...
Objective This guide shows you how to run Express planner to generate automated monthly revenue and labor hours forecasts for your property in PMI.Requirements User access to run Express planner for your property Access to the Budget & forecast module Forecast periods must be unlocked for the months you plan (Link to how to unlock months)...
Purpose Express Planner streamlines the target-setting process by automating calculations, helping users avoid time-consuming manual work. It enables users to set monthly targets up to 24 months in advance, based on room forecasts, history and predefined business rules. The system generates targets for: Ancillary revenue across all profit centres...
Objective This guide helps you configure or revise Express planner settings to improve forecasting accuracy for your property. Express planner's forecasting accuracy depends on proper configuration of three key areas: General setup, Ancillary revenue, and Labor hours. These settings control what data source Express planner uses and how far in...
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 of the general manager in collaboration with their team. Image description: PMI planning cycleThis...
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 year. This is useful for a high level check of current bookings compared to last year. Various view...
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 provides a prepopulated draft forecast using the latest Live forecast and estimates based on historic...
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 recommend using this option as the standard monthly forecasting routine. This option is only available if...
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 are able to review and adjust staffing with demand (SMART forecast) all in one screen. This article...
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 be adjusted manually as needed. Note that the plan for any historic months will show your actual data...
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 PMI that have data tables, including GoGreen planning and Staffing. How to use sense check 1. Tick the box...
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 financial (P&L) data. This article is geared toward department heads, controllers and GMs with budget...
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 financial (P&L) data. This article is geared toward department heads, controllers and GMs with access...
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 feature has to be activated in each department in Settings.Now you are able to go into the Staff...
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 on what department you are looking at, there are different views and options. Both the tools menu...
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 manager, revenue manager, booking manager and controller. Instructions The view is divided into five...
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 and base salaries from an external system(s) and forecast down to the individual staff member...
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 this can be done. Revenue budget: Two ways to budget revenues in PMI Live Forecast Budget: Going from...
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 Planning is that all hours that are the foundation for calculating the salary cost are collected from...
Summary It’s possible to select from various P&L planning reports, depending on how the property is configured in the Planning module. These reports can either be user-created—provided the user has the appropriate permissions—or pre-configured by d2o during the property’s initial setup in PMI. If the property is connected to Profitbase, any...
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: Actual/ Live Forecast and Actual & Forecast WiP listed first. Sub-menu for Approved with...
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 for more than a year ago. Last year may not always relevant, especially if the hotel was closed due...
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 departments are connected to a division in Planning. Menu consists of: Accounts, where you enter...
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 standard best practice routine in PMI. Live Forecasts revenue figures from R&P (last saved not...
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 is that your revenue is collected from PMI R&P. You cannot change revenue manually in PMI...
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 and base salaries from an external system(s) and forecast down to the individual staff member level....
Summary The “Copy From Reference” function in PMI’s Planning and Profit & Loss (P&L) modules allows users to efficiently populate their current working version with data from a selected reference version. This is particularly useful when transitioning from an approved budget to a forecast or vice versa, ensuring consistency across...
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 selectable version in PMI Planning, follow the instructions below. This process is formerly know as “submit”...
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, controllers and heads of departments. Getting started Tools You can print and view Status. Even if the...
Summary Accounts are integral to all departments for constructing budgets and forecasts within PMI’s Planning and Profit & Loss (P&L) modules. Depending on the internal structures of a property or property chain, accounts can be added or removed to suit specific organizational needs. For detailed guidance on adding accounts, please refer to the...