Purpose of this article 

This article explains how the Data table works in PMI NextGen planning pages. It helps you understand what the numbers mean, how totals and averages are calculated, and how comparative data supports better decisions. 

This article explains the features of the table. It does not cover step-by-step instructions for editing or submitting a forecast. 

Concept definition 

NextGen planning pages are new pages in PMI where you can review the monthly totals for your Live forecast data in preparation for the monthly forecast routine. It is a new part of the Budget & Forecast module, currently available for GoGreen Planning.  

When you review predictions, you need to answer questions like: 

• Does our consumption line up with our driver levels? 
• Do costs line up with our consumption? 
• How does this forecast compare to last year? 
• Are our predicted costs aligned with our overall targets? 

Use cases 

The planning page is commonly used by: 

• General Managers or Finance teams preparing for the monthly Forecast 
• Heads of department reviewing predicted forecasts for consumption or productivity 

The Data table helps you: 

• Review predicted forecast month by month 
• Compare Live P&L forecast to previously submitted forecasts or past Actuals 
• Identify and resolve unusual values before the monthly forecast is run 

Data table layout 

The Data table shows your forecast plan in a traditional monthly format.   

Page filters 

You can select the version (1) to view in the main version selector.  

This will set default dates; use the date selector (2) in the top-right to view different months. 

Image description: Example of a data table in a new planning page in PMI

TIP: See article Navigation and filters in planning pages for more detailed information 

Columns  

Column section headers 

Each column section shows a specific type of data: 

• Live – Your current Live P&L forecast. This uses Live forecast values from relevant modules and planning calculations. You can edit this data. 
• Actual – Historical data already entered or imported. This is past data and cannot be edited. 
• Forecast – Data submitted as part of a forecast version. Cannot be edited. 
• Budget (Target) – Data submitted as part of a budget version. Cannot be edited. 

If your selected date range includes past and future months, you may see multiple sections in the same table. 

Total column 

Total equals Sum of all months in the selected period

Example: 
If revenue for January, February, and March is: 

• January: 100,000 
• February: 120,000 
• March: 130,000 

Total is 100,000 plus 120,000 plus 130,000 equals 350,000

Avg./month column 

Average per month equals Total divided by number of months in view

Using the example above: 

350,000 divided by 3 months = 116,667 per month 

Special rule for ratios 

For ratios such as: 

• Consumption per Guest night 
• Productivity 
• Average rate 

PMI calculates the average using totals — not the average of monthly ratios. 

Example: Unit price 

If: 

• Total Cost = 50,000 
• Total Consumption = 10,000 units 

Unit price is 50,000 divided by 10,000 equals 5.00

This ensures the ratio reflects real values across the whole period. 

Rows 

Forecast section details 

The top section of the Data table shows the values for the selected version (Live, Actual, Forecast, or Budget). 

Key indicators: 

• Tooltips explain where the value comes from, including manual edits, and also show sense check alerts when this is turned on 
• Editable cells open in the Edit panel 
• Manually edited rows show an edit icon 

Image description: Example of a GoGreen Live P&L page with a manually edited row, a tooltip showing edit details and another tooltip showing value source. 

Comparative section details 

Below the main version, you can compare your plan to other versions. Use the dropdown to select the type of data you want to compare your main forecast version to. 

Main comparatives: 

• Show the same layout of data rows as the main forecast version  
• Cannot be edited 
• Also appear in graphs 
• Sync between table and chart selection 
• Include previously submitted forecasts or budgets 

Additional comparative options include: 

• KPI targets – (GoGreen planning only) Uses target consumption and Live P&L unit price to calculate equivalent cost 
• Last available actuals (12 months) – Most recent actuals for the same month that is being forecast (uses period locking or offset days to determine when actuals is available) 
• Actuals (previous calendar years) – Last two full historical years 
• Live P&L without edits – Shows what values would be without any manual edits 

These comparatives help you understand: 

• Are we improving versus last year? 
• Are manual edits improving accuracy of the forecast? 
• Are we aligned with targets? 

Image description: Comparative section in the table along with a dropdown showing an example of the options available to select

Editing the plan 

Edit panel 

Cells cannot be edited directly in the table. 

When you select a cell, the Edit panel opens. 

In the Edit panel, you can: 

• Change the value 
• Add a formula to link to another variable 
• Reset to the original value 

Apply changes in the panel to update the data table.  The page will also need to be saved. 

Image description: Edits are made using an edit panel which also has formula options

Adding notes 

There are 2 types of notes than can be added in the data table: 

• In the month header for a specific month; this note will show for the whole property not just this department or resource. 
• In a specific cell; this is only for this cell in this department. 

How to add notes: 

• Month notes are added by hovering next to the month, then clicking the note icon. 
• Cell notes are added in the Edit panel. The cell itself does not need to be edited if only a note is required. 
• View previous notes in the tooltips for the cell or month 
• In both cases, notes that are added in the Live P&L version will be copied into any future forecast versions. 

Saving changes 

The Save and Cancel changes buttons are above the data table and show in blue when there are unsaved changes in the page. 

• Changes do not need to be saved to switch between tabs 
• Changes must be saved before changing version, dates, resources or leaving the page. 
• Unsaved changes can also be cancelled to return the data back to the last saved values. 

Other features in the data table to help make forecasting easier 

Expand to view hidden rows 

To make it easier to see the main plan values in one go, not all of the data rows are shown when you open a planning page. Any row that has linked rows below it will have a triangle at the side. The triangle will point to the right when it is collapsed and will point down when it is already expanded.  

Image description: Data tables have options to expand the rows

There are three main ways to show or hide these linked rows. In all cases click will toggle between expand (show) and collapse (hide) 

• Click the triangle on the row 
• Click anywhere on the row 
• Click the checkbox ‘Expand all’ 

The checkbox will not include the comparative sections so use the other two methods to expand these rows. 

Sense check function 

Sense check highlights values that may need review. 

Warnings include: 

• Red – Requires attention 
• Amber – Suggested review 

Warning alerts may appear when: 

• Data is missing 
• Values are negative 
• Values differ significantly from the selected comparatives 

Sense check helps prevent mistakes before submitting a version. 

Image description: Sense check function in a data table with highlighted cells and warning alerts

TIP: See article Sense check mode in planning pages explained for more detailed information 

Scrollbars and arrows 

If the data table is too wide or long for your screen, scrollbars will appear automatically. Note that the three horizontal scrollbars move together (main forecast and the 2 comparatives). 

There are scroll arrows at the top of the data table. These are enabled when they are required. Click the arrows to move the data more to the right or left. 

Click anywhere on the data table and then use the keyboard arrows to move the focus left or right; this will also scroll the table.  

Image description: Scroll arrows to the right of the Save button. Export button to the left of the Cancel changes button

Export the data 

There is an export function so you can save a copy of the data as an offline file. It is next to the Cancel changes button. 

• The export will offer a choice of format onto excel or googlesheet 
• It will export all the rows in the current tab (including any hidden rows) and including the comparative data that is currently selected on the page 
• It will only export one tab at a time (eg Consumption tab or Cost tab etc) 

Cross-references 

See following articles for more general information on NextGen planning pages and detailed information on specific planning modules:

• Navigation and filters in planning pages explained 
• Sense check mode in planning pages explained 
• Introduction to NextGen GoGreen planning 
• How to edit a GoGreen plan 

Related features and modules 

This table design is used in NextGen planning pages that are accessed from the Budget and Forecast module in PMI. It is currently available for  

• GoGreen planning 

Values from the Planning pages will populate other modules in PMI including: 

• Cockpit modules (consumption or productivity data) 
• Profit & Loss module (costs associated with consumption)