How to upload actuals, budget & forecast
What is the Data Upload Centre?
The Data Upload Centre is a module that allows you to upload various types of data to PMI. This data includes:
Budget & Forecast
- Upload Revenue
- Upload Room Nights, Guest Nights
- Upload Covers
- Upload Hours
- Upload Personnel Cost
Actuals
- Upload Revenue per day
- Upload Room Nights, Guest Nights per day
- Upload Covers per day
- Upload Hours per day
- Upload Hours as a lump sum – will be spread per day according to Cost Driver. The downloaded hours are NOT including TKS imported hours.
- Upload Personnel Cost as Total Salary Cost
- Upload Personnel Cost as Hourly Rate
Examples of tasks
- Via the upload tool, it is possible to upload both past ACTUAL labor cost to PMI and future BUDGET & FORECAST labor cost.
- It is also possible to use this function to ADJUST the number of HOURS per cockpit for past month. But be aware that the upload function does not affect the TKS imported hours. The adjustment needs to be calculated and the adjusted hours can be uploaded via this function.
Using the PMI Upload Template
The Data Upload Centre is found in the Administration column in the main menu.
Select Budget, Forecast & Actuals.
Here you can choose to create an upload template or upload data now, if you have already created a template.
Create Upload Template – Start here if you do not already have a template. Always download the latest updated document. Do not use an old template on your computer.
Upload Data Now – When the downloaded template has been updated with data, save it to your computer and then upload it here.
The Wizard will guide you through 5 steps:
1 – Data And Layout
What data do you want to edit/upload?
- Budget
- Forecast
- Actual
Here you can mix as you like. The Note at the bottom appears when you mix Actual with Budget and/or Forecast.
You may also download the template in Vertical or Horizontal View as well as possibility to have all departments chosen in one tab or have one tab per department.
2 – Date Range
Date Range
Date Range options are as follows:
- Budget – only total month values, option to select past month and future months (if the lock function is activated in PMI you will not be able to upload data to locked months)
- Forecast – only total month values, option to select past month and future months (if the lock function is activated in PMI you will not be able to upload data to locked months)
- Actuals – if downloaded separately you have the option to select days in the past.
- Actuals – if downloaded together with Budget and/or Forecast the date range will only be available monthly, i.e you cannot upload Guest Nigths, Room Nights, Revenue and Covers/Units. This because these needs to be updated to PMI per day and not as a monthly sum.
3 – Departments
Select all or separate departments and click the arrow to move them to the right.
4 – Content
Content
Select the content you want to edit or upload.
- Hours cannot be deselected unless Labor Cost is deselected first.
- When Actual only is only selected in step 1 you get the option to edit hour either Monthly Sum or Daily.
- If select Monthly Sum the hours will be distributed daily according to Cost Driver.
5 – Download
Select the content you want to edit or upload.
- Hours cannot be deselected unless Labor Cost is deselected first.
- When Actual only is only selected in step 1 you get the option to edit hour either Monthly Sum or Daily.
- If select Monthly Sum the hours will be distributed daily according to Cost Driver.
The file will be downloaded to your computer.
Edit the template
- The template can be edited in the open cells
- Do not create formulas in the template
- If paste is used, please use Paste Values
- Do not use CUT from another document and Paste into the file, then the file will not be possible to upload to PMI
Locked Budget – Forecast – Actuals
Even though cells are editable you might not be able to upload data, this is if PMI is locked. Read more here – Advanced Setting (heading Period Update). You will get a notification about this at the last step – see below.
Hours
Part of the hours you are budgeting/forecasting, may be fixed (minimum staff). PMI will then distribute these hours first. The Hours column should include the total hours and the Fixed the part of the total hours that are fixed.
Actual hours can only be added/edited as Productive and/or Non Productive.
Upload Data
Browse the saved file and upload.
When Upload is clicked, you will get a message detailing what will be uploaded. If, for example, you have Locked Period, PMI will alert you what will, and what will not be uploaded.
Troubleshooting tips
Troubleshoot data in the Import Status view
Accessing the Import Status View:
- Navigate to the main menu and select Import Status.
- Choose your desired chain, property, status, and interface filters.
- The view will display detailed import information for the selected property.
Troubleshooting Missing Data:
- If data appears to be missing, use the search (magnifying glass) to drill down into the details.
- Compare the data received with what’s displayed in PMI.
- Check for potential issues like unmapped accounts or ignored figures.
- If discrepancies persist, consider performing a new import.
Forecast discrepancies in cockpits
If the forecast data in the cockpit does not match the actuals, showing discrepancies in the Monthly To Date (MTD) usage, a potential cause is that a cost driver was not forecasted, leading the system to calculate zero forecast and only display actuals.
Steps to Resolve:
1. Verify Cost Drivers: Ensure all relevant cost drivers have been forecasted for the period in question.
2. Update Forecasts:
• Navigate to the forecast module.
• Ensure all cost drivers are included.
• Resubmit the forecast for the affected month(s).
3. Verify Correction: Check that the cockpit now displays the correct forecast and actual hours.
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Getting started
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- Arrivals/Departures
- Data elements required from PMS
- Manual Export PMS – Fidelio
- How to do a manual PMS export from Opera
- Manual Export PMS – Picasso
- Manual Export PMS – Protel
- Manual Export PMS – Spirit Web
- PMS – Cenium
- PMS – Citybreak
- PMS – Fidelio
- PMS – Opera
- PMS – Protel
- How to do a manual PMS export from HotSoft
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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]
- Consolidated view in Benchmarking and Management Perspective [3:20]
- Flash Report Onboarding [6:27]
- Flash report overview [2:25]
- Food cost cockpit [6:21]
- Kitchen Labor cockpit [11:28]
- Labor Cockpit Onboarding [18:16]
- Labor cockpit overview [3:12]
- Live forecast 1/5 navigation [5:05]
- Live Forecast 2/5 Rooms [5:05]
- Live forecast 3/5 meeting & event [5:40]
- Live forecast 4/5 food & beverage [6:11]
- Live forecast 5/5 breakfast [7:19]
- Live forecast onboarding [6:06]
- Live forecast overview [2:58]
- Management perspective overview [3:06]
- 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]
- PMI Planning Staff Module Overview [3:07]
- 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]
- Show all articles ( 26 ) Collapse Articles
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- Articles coming soon
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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]
- Show all articles ( 6 ) Collapse Articles
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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]
- PMI Planning Staff Module Overview [3:07]
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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]
- PMI GoGreen - Waste [3:04]
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PMI Release notes
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- GoGreen manual entry enhancement - October 2024
- CO2 factors enhancement - September 2024
- KPI targets enhancement - July 2024
- NextGen Rooms Live forecast statistics and pickup data enhancement - July 2024
- Date picker enhancement - July 2024
- Update to NextGen Rooms Live forecast - June 2024
- P&L planning accounts enhancement - June 2024
- Weather normalization enhancement May 2024
- Update to NextGen Rooms Live forecast page: Sense check updates, May 2024
- PMI adoption index enhancement May 2024
- 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
- Show all articles ( 3 ) Collapse Articles
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- GoGreen benchmarking
- GoGreen index calculation enhancement
- PMI adoption index: Help videos for measurements
- Activity log enhancement
- Arrivals and departures forecast enhancement
- KPI upload tool enhancement
- GoGreen Food waste cockpit enhancement
- GoGreen Doing cockpit enhancement
- Benchmarking: PMI Index value updates based on time period selected
- GoGreen cockpit: Highlight months missing data on 12 month graph
- KPI targets enhancement - January 2023
- Goal distribution tool enhancement - September 2023
- Planning set up enhancement: Roll forward forecast
- Live forecast enhancement: Editing ARR values
- User administration release note
- New page view of Rooms live forecast - Dec 2023
- Show all articles ( 1 ) Collapse Articles
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- 15th of March – Ability to reverse Benchmarking calculation
- 15th of March – Possibility to add department type as an additional dimension when using Account ID in the P&L report
- 15th of March – Print a list of all unmapped accounts on chain level
- 15th of March – Printing to excel and PDF
- 16th of March – Introduction to PMI
- 26th of April – Room Live Forecast – Change to pickup fields
- Import status enhancement - September 2022
- 7th of September – Information/calculation rows in PMI schedule
- 9th of August – Export to Google Sheets
- 9th of June – PMI Advanced settings – Period locking
- GM daily digest enhancements
- PMI adoption index: Option to filter scores by group and export scores
- Profit center Live forecast: Automatically switch between OTB and revenue driver
- SMART Forecast enhancement - September 2022
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Onboarding
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- Onboarding roles – Breakfast
- Onboarding roles – Finance
- Onboarding roles – Food cost
- Onboarding roles – Front Office
- Onboarding roles – Housekeeping
- Onboarding roles – Kitchen
- Onboarding roles – Restaurant and Meeting & Event
- Onboarding roles – Stewarding
- Onboarding roles – Repair and Maintenance
- GM Introduction to PMI
- Onboarding roles – Bar and Pub
- Onboarding roles – Administration
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GM's corner
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PMI homepage
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PMI planning
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- Setting productivity targets and hours
- How to set productivity targets and/or hours in Budget & Forecast module
- 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
- What is Room revenue planning?
- Express planner overview
- How the Express planner works
- Express planner: Settings explanation
- Operational targets overview
- How to input a budget in PMI
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- Accounts overview
- How to populate and edit accounts
- How to approve a forecast or budget in PMI
- How to copy from reference
- How to edit and update using the staffing tool
- How to make a profit forecast
- How to set up a weekly Live forecast
- How to add a comparison year in P&L
- How to modify a P&L report
- Planning Menu – Tools and View Options overview
- Planning staff module overview
- How to build a report
- How to add staff and manage staff cost
- 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
- Closing Profit Center or Cockpit
- How to work with labor cost
- Min/Max explanation
- Parent and sub-cockpits explained
- Staffing guide explained
- How to calulate arrivals and departures in the Labor cockpit
- Types of cockpits in PMI explained
- Daily and weekly routines for department heads
- Understanding the importance of including outsourced labor hours in PMI
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- Labor cockpit schedule
- How to make a schedule
- How to revise a schedule
- 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
- Show all articles ( 3 ) Collapse Articles
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Live forecast
- Live forecast overview
- How to set up a Live forecast: configuration settings
- Live forecast tools and personal view settings
- PMI prediction explained
- Pickup explanation
- Profit center Live forecast: Automatically switch between OTB and revenue driver
- Revenue driver explained
- Segment OTB
- Submit Live Forecast to Forecast (monthly routine)
- NextGen Rooms Live forecast overview
- Rooms Live forecast: Weekly routine overview
- Rooms live forecast: How to work with auto Live forecast
- NextGen Rooms live forecast: Personal view options
- Rooms Live forecast: Sense check mode explained
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Data analysis views
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Administration
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GoGreen
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- Comparative data explained
- Data table general explained
- Formula/Calculations explained
- Goal charts and YoY comparison explained
- GoGreen Learning page overview
- How to edit a GoGreen plan
- How to set up a Plan
- Intro to NextGen GoGreen Planning
- Main chart explained
- Plan values explained
- Save your progress explained
- Sense check mode explained
- Unit price explained
- Volume/usage/consumption explained
- How to do a monthly forecast routine in NextGen Planning
- How the GoGreen targets are calculated
- Show all articles ( 1 ) Collapse Articles
- GoGreen Doing Cockpit overview
- GoGreen index overview
- GoGreen benchmarking
- GoGreen index: How are the measurements calculated?
- GoGreen Learning page overview
- Useful links for sustainability and environmental management best practice
- GoGreen targets explanation
- How to make a manual entry in a GoGreen cockpit
- Weather normalization explained
- Weather normalization overview
- GoGreen home page overview
- CO2 factors overview
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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?
- How is productivity calculated?
- What are fixed hours?
- What are non-productive and productive hours?
- What are the rates and how are they calculated?
- What is a cost driver?
- What is min/max hours?
- Why do the planned hours in the Timekeeping System (TKS) not match PMI?
- Why is the total number of hours for the month too low/high?
- What is SMART?
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- How do I estimate my Closing Inventory?
- My food cost % is wrong (too high/low). Why is that?
- My turnover days are set to 32. What does that mean?
- What are my routines in the Food cost cockpit?
- What do I enter in the Purchase column?
- What is opening and closing stock?
- What is the recommended number of turnover days?
- What is turnover days and how is it calculated?
- Where do I change my food cost forecast?
- Why is opening and closing stock important?
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- Can one employee work in two departments?
- How do I add a shift code?
- How do I copy hours into the unspecified row (Timekeeping system excluded)
- How do I create a rotating schedule?
- How do I make a new schedule?
- How do I navigate the tools in the schedule?
- What are timekeeping system (TKS) excluded hours for?
- How do I add a schedule to my cockpit?
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- How do I copy to Live forecast?
- How do I submit my Live forecast to forecast?
- How do I reset the pickup for a full month?
- Why do I have a red triangle to the left of the date?
- What is 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?
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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 Timekeeping (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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- Articles coming soon
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- Articles coming soon
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- Articles coming soon
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- Articles coming soon
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