How to work with non-rooms Budget and forecast
This article explains how to work with and maintain your budgets and monthly forecasts for departments other than Rooms. Please see this article for how to…
Budget & forecast
Topic
budget
Explore related guidance from the PMI Knowledge Base.
How to work with Rooms Budget and forecast
This section displays how to handle and maintain the Rooms Budget and forecast. To handle and maintain budgets and forecasts for any other departments or profit…
Budget & forecast
P&L Planning 10/10 How to approve forecast and budget or target [2:34]
Onboarding · PMI Planning
P&L Planning 9/10 How to revise and submit a forecast [3:01]
Onboarding · PMI Planning
P&L planning automation – how the system calculates your planning schedule
This article explains how PMI calculates future planning cycles, generates version names, applies scheduling rules, and handles changes to active planning cycles.
Budget & forecast
Plan version automation – Never miss budget season again
Plan Version Automation takes the manual work out of starting each budget and forecast round — the system opens the right version for your team at…
Budget & forecast
Planning staff module overview
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…
Profit & loss
Room revenue Planning: Calculations explanation
The Room revenue planning page is used to create monthly forecasts and budgets (plans) for room revenue. PMI auto-populates the plan with a proposed plan based…
Planning NextGen
Staffing screen overview
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…
Profit & loss
Use Forecast/Budget hours from Cockpit in P&L Staff module
Use Budget/Forecast hours from Cockpit in P&L Staff Module to more efficiently update future forecast (budget).
Budget & forecast
What is Room revenue planning?
Room revenue planning is where you review and update monthly room revenue forecasts and budgets. It replaces the Budget & Forecast page for Room revenue.
Budget & forecast
Where can I find the upload function?
In PMI you can upload your budget, forecast and actual data,. The Upload function is found in the main menu under the Administration column. From the…
Budget & forecast