PMI Knowledge base

List of all articles in the current, selected, category.

PMI planning

Consolidation OTB overview

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...

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Labor planning: How to edit

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...

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Planning staff module overview

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...

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How the Express planner works

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...

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Express planner overview

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...

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Operational targets overview

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...

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Staffing screen overview

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...

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How to build a report

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...

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How to modify a P&L report

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:...

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How to add a comparison year in P&L

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...

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How to make a profit forecast

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...

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How to copy from reference

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. ...

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How to populate and edit accounts

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...

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