faq

Why are my budget and forecast locked?

Why are my budget and forecast locked?

When you enter a new month, the forecast/budget will lock for the current month. In most cases, this is a request from your Head Office to avoid accidental or unauthorized changes that conflict with the data submitted to your reporting system (SAP). Your task is now...

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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 Upload module, you can download an excel template where you enter or copy/paste data from another system and upload...

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How do I navigate the tools in the schedule?

How do I navigate the tools in the schedule?

There are many different functions within the Tools menu in the Schedule module. All of them are described with a brief text. As a basic principle, what you see in the schedule is what is going to be exported to print.  For a detailed explaination of the different...

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What are timekeeping system (TKS) excluded hours for?

What are timekeeping system (TKS) excluded hours for?

In the Schedule module near the bottom of the page is a row called Timekeeping system (TKS) excluded hours. If you have hours in the department that are not imported through the TKS, you can add the hours in this row. An example of this would be outsourced labor.

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How do I create a rotating schedule?

How do I create a rotating schedule?

Creating a rotating schedule is a good option when you have a rolling schedule in place. This function lets you copy a schedule that you have created for the period you want. Choose a period for which you have entered the schedule that should be repeated (must be a...

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How do I make a new schedule?

How do I make a new schedule?

From the Tools menu in the Schedule (or Cockpit) module, you can choose Add New Schedule. You can have several schedules for one department/cockpit, but we recommend only one schedule in place to save time and effort.

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How do I add a shift code?

How do I add a shift code?

 From the Schedule module, you can add, maintain and work with predefined shift codes. Click the Tools icon at the top right, then select Shift Codes, to see the options.  For indepth details about shift codes, please read this article Predefined shift codes.

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Can one employee work in two departments?

Can one employee work in two departments?

Yes, if needed, you can create a shift code that divides the hours between different departments. Click on the link to see how you create an employee for several departments using a split shift code. You can read more about split shifts in this article, Split shifts...

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