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 productivity-based (targets set in productivity) and which are fixed-hour (targets set in hours). 

Estimated time to complete 

This task takes 15–20 minutes, depending on the number of departments. 

Steps 

Step 1: Export the Productivity sheet 

1. Log in to PMI.
2. Go to Budget & forecast.

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3. Select Tools from the top menu.

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4. Click Export Productivity Data.

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5. Choose the planning period and click download. 

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6. Open the file.

Step 2: Understand what’s in the Productivity sheet 

  • Department list: A list of all the departments (with labor) in your hotel, those locked on hours and those locked on productivity. 

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  • Business metrics per department: Cost driver, hours, productivity, staffing hours and staffing productivity.

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  • Historical Data: Includes the last 12 months of actuals. 

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Scenarios for setting targets

Scenario 1 – Historical comparison

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Scenario 2 – Staffing guide reference. 

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Scenario 3 – GM’s workspace for setting final targets

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Step 3: Finalize hours and productivity targets 

1. Enter the productivity and hours targets in the green blocks under Scenario 3. 

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  • Paste values only (no formulas).
  • Do not change the sheet structure or overwrite colored cells. 

Step 4: Import the Productivity sheet back into PMI 

1. Go to Budget & forecast. 

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2. In the top menu, select Tools.

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3. Click Export Productivity Data.

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4. Browse and upload your saved file.

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5. Review and adjust if needed in Budget & Forecast module.

Expected outcome 

  • Productivity targets are set for productivity-based departments.
  • Hour targets are set for fixed-hour departments.
  • The Budget & forecast module now reflects the monthly labor targets, visible for reporting and tracking. 

Troubleshooting 

  • Targets don’t appear: Check that you imported the correct file and selected the right period.
  • Cells are locked: The period may be closed or you lack editing rights. 
     

Cross-references 

Add later 

Related features and modules 

Add later 

FAQ 

Q: Where do I enter the data — in hours or productivity? 
A: Fixed-hour departments use hours. Productivity-based departments use productivity (units per hour). 
 
Q: Can I edit values directly in PMI instead of using the Productivity sheet? 
A: Yes, you can adjust values directly in the Budget & forecast – Productivity targets screen. 
 
Q: Does this affect the Live forecast? 
A: No. Productivity targets are for budgeting and planning. The Live forecast remains your operational demand forecast.