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Why can’t I change data in previous months?
April 23, 2021
UpdatedJune 15, 2023
ByMarkus Reddington
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All data in previous months is actual data. There is no need to make an estimate for something that has already happened. If you need to make a change to the data because it is incorrect, you need to ask to have the period unlocked so that the corrections can be made. See the article Period locking for more details.
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Video tutorials
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- Administration Labor cockpit [14:49]
- Bar and Pub Labor cockpit [12:21]
- Breakfast Labor cockpit [12:05]
- Food cost cockpit [6:21]
- Front office Labor cockpit [12:05]
- Housekeeping Labor cockpit [11:20]
- Kitchen Labor cockpit [11:28]
- Labor Cockpit Onboarding [18:16]
- Labor cockpit overview [3:12]
- Repair and Maintenance Labor cockpit [13:01]
- Restaurant Labor cockpit [12:30]
- Schedule 1/8 Navigation [5:12]
- Schedule 2/8 How to create a labor cockpit schedule [4:29]
- Schedule 3/8 How to add a team member [2:07]
- Schedule 4/8 How to create a shift code [3:30]
- Schedule 5/8 How to add shift codes to team members [3:41]
- Schedule 6/8 How to create a rotating schedule [3:20]
- Schedule 7/8 How to replace shift codes for a period [2:00]
- Schedule 8/8 How to create split shifts between departments [2:42]
- Stewarding Labor cockpit [11:38]
- Timesheet Onboarding [4:14]
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- How to create a pre-populated new plan for Budget or Forecast [3:02]
- How to edit a plan [3:52]
- P&L Planning 1/10 Purpose and benefits [2:25]
- P&L Planning 10/10 How to approve forecast and budget or target [2:34]
- P&L Planning 2/10 Navigation [4:26]
- P&L Planning 3/10 How to build a total [4:29]
- P&L Planning 4/10 Three ways of inserting figures [4:32]
- P&L Planning 5/10 How to add a sub account [1:42]
- P&L Planning 6/10 How to build a constant [2:42]
- P&L Planning 7/10 Staff module [2:48]
- P&L Planning 8/10 How to add a staff member [1:33]
- P&L Planning 9/10 How to revise and submit a forecast [3:01]
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- PMI GoGreen - Cockpit overview [2:49]
- How to create a pre-populated new plan for Budget or Forecast [3:02]
- PMI GoGreen - Water [3:04]
- PMI GoGreen - Missed opportunities [2:57]
- PMI GoGreen - Register actual consumption [2:24]
- PMI GoGreen -Towels & linens [3:02]
- PMI GoGreen - How to prevent food waste [3:03]
- PMI GoGreen - How to reduce energy waste [3:08]
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PMI Release notes
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- GoGreen Task Bank and Cockpit enhancements - 12.24
- Express planner enhancement 12.24
- Refrigerants and Fuel Tracking for GoGreen cockpits enhancement - 11.24
- KPI targets enhancement - 10.24
- Automatic renewal of constants enhancement - 10.24
- GoGreen manual entry enhancement - 10.24
- CO2 factors enhancement - 09.24
- KPI targets enhancement - 07.24
- NextGen Rooms Live forecast statistics and pickup data enhancement - 07.24
- Date picker enhancement - 07.24
- Update to NextGen Rooms Live forecast - 06.24
- P&L planning accounts enhancement - 06.24
- Weather normalization enhancement - 05.24
- Update to NextGen Rooms Live forecast page: Sense check updates - 05.24
- PMI adoption index enhancement - 05.24
- PMI adoption index enhancements - April 2024
- Consolidation OTB enhancement - April 2024
- Update to NextGen Rooms live forecast page: Personal view options, Mar 2024
- User administration enhancements March 2024
- GM daily digest enhancement March 2024
- PMI Index calculation updates for 2024
- KPI targets enhancement February 2024
- KPI targets enhancement - January 2024
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- GoGreen benchmarking enhancement - 01.23
- GoGreen index calculation enhancement - 04.23
- PMI adoption index: Help videos for measurements enhancement - 02.23
- Activity log enhancement - 07.23
- Arrivals and departures forecast enhancement - 02.23
- KPI upload tool enhancement - 08.23
- GoGreen Food waste cockpit enhancement - 08.23
- GoGreen Doing cockpit enhancement - 06.23
- Benchmarking: PMI Index value updates based on time period selected - 06.23
- GoGreen cockpit: Highlight months missing data on 12 month graph - 07.23
- KPI targets enhancement - 01.23
- Goal distribution tool enhancement - 09.23
- Live forecast enhancement: Editing ARR values -12.23
- User administration release note - 12.23
- New page view of Rooms live forecast - 12.23
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- Benchmarking calculation enhancement - 03.22
- Enhancement to add department type in the P&L report - 03.22
- Print all unmapped accounts on chain level - 03.22
- Printing to Excel and PDF enhancement - 03.22
- Introduction to PMI enhancement
- Room Live forecast – Change to pickup fields - 04.22
- Import status enhancement - 09.22
- Information/calculation rows in PMI schedule - 09.22
- Export to Google Sheets enhancement - 08.22
- PMI Advanced settings – Period locking - 06.22
- GM daily digest enhancements - 09.22
- PMI adoption index: Option to filter and export scores enhancement - 12.22
- Profit center Live forecast: Automatically switch between OTB and revenue driver
- SMART Forecast enhancement - 09.22
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Onboarding
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- Onboarding roles overview
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- Onboarding roles – Restaurant and Meeting & Event
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- Onboarding roles – Repair and Maintenance
- GM Introduction to PMI
- Onboarding roles – Bar and Pub
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GM's corner
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PMI homepage
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PMI planning
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- How to work with Rooms Budget and forecast
- How to work with non-rooms Budget and forecast
- Use Forecast/Budget hours from Cockpit in P&L Staff module
- Express planner overview
- How the Express planner works
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- How to input a budget in PMI
- Setting productivity targets in PMI
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- Accounts overview
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- Planning Menu – Tools and View Options overview
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- Staffing screen overview
- How to input a budget in PMI
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Cockpit
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- Labor cockpit overview
- Labor Cockpit Preparations
- Labor cockpit cost driver
- SMART forecast explained
- How does SMART allocate daily hours?
- Using arrivals and departures as a cost driver
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- Daily and weekly routines for department heads
- Understanding the importance of including outsourced labor hours in PMI
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- Labor cockpit schedule
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- PMI Schedule: Information, Calculation rows explanation
- Predefined shift codes
- Printing a schedule
- Revise staff
- Schedule 1/8 Navigation [5:12]
- Schedule 2/8 How to create a labor cockpit schedule [4:29]
- Schedule 3/8 How to add a team member [2:07]
- Schedule 4/8 How to create a shift code [3:30]
- Schedule 5/8 How to add shift codes to team members [3:41]
- Schedule 6/8 How to create a rotating schedule [3:20]
- Schedule 7/8 How to replace shift codes for a period [2:00]
- Schedule 8/8 How to create split shifts between departments [2:42]
- Scheduling
- Split Shifts Between Departments
- The Schedule Tools & View menu
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Live forecast
- Live forecast overview
- How to set up a Live forecast: configuration settings
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Data analysis views
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Administration
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GoGreen
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- Comparative data explained
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- GoGreen index: How are the measurements calculated?
- Useful links for sustainability and environmental management best practice
- How to make a manual entry in a GoGreen cockpit
- Weather normalization explained
- GoGreen benchmarking enhancement - 01.23
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FAQ
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- How can I see the hours that are imported to PMI?
- How do I enter the rates?
- How do I know if I am scheduling according to activity?
- How does PMI summarize the hours?
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- How do I estimate my Closing Inventory?
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- Can one employee work in two departments?
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- Do I have to change my budget & forecast manually every month?
- How can I see what the current cost driver is?
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- How does the cost driver effect my hours and productivity?
- Where can I find the upload function?
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- How do I copy to Live forecast?
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- How do I reset the pickup for a full month?
- Why do I have a red triangle to the left of the date?
- What are Pickup statistics?
- What are covers?
- What are the seasons in PMI?
- What do the pickups show and why are they sometimes negative?
- What is a revenue driver?
- What is the difference between Forecast and Live forecast?
- Why does on the books in PMI not match what we have in our PMS?
- How do I calculate ARR and ADR?
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- Can I edit the figures in the Flash report?
- Different view options in the Flash report
- How am I performing compared to my forecast/budget/last year?
- How can I print the report?
- How can I switch between viewing daily and monthly figures?
- How do I check what segments add to the total daily figure?
- How do I edit my covers?
- Why are my room/guest nights wrong?
- What is the Flash Report
- Why is my revenue wrong?
- How is the month-to-date forecast and budget calculated in the Flash report?
- Why are the numbers in the Flash report different from the Live forecast?
- Where can I see account mapping details?
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- How do I know if the mapping is correct?
- How do I know where accounts should go in PMI?
- How do I map the categories in the timekeeping system (TKS)?
- I cannot see my department in Timekeeping System (TKS) mapping. How do I see it?
- There is a position missing in the Timekeeping system mapping. How can I fix this?
- What are Categories in PMI Timekeeping system?
- What is Departments in Timekeeping system (TKS) mapping?
- What is mapping accounts?
- What is mapping – timekeeping system?
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KPIs
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General user knowledge
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Miscellaneous
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Access system
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d2o team only
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PMI adoption index