Overview The Cycle schedule setting allows you to automate the creation and management of Budget and Forecast planning cycles. You can define when planning cycles open, how long users can submit their plans, how long reviewers have to approve them, and how generated...
Overview This article explains how PMI calculates future planning cycles, generates version names, applies scheduling rules, and handles changes to active planning cycles. Image description: Example of the version name in P&L Status1. How future cycles are...
Purpose of the article This article explains how to add and manage revenue forecasts for the Food & Beverage (F&B) division using the P&L Planning module in PMI. It focuses on how to connect revenue accounts to source data, apply percentages and constants,...
Concept definition A constant in PMI Planning is a defined numeric value used to apply a consistent amount or ratio across one or more forecast periods. It’s commonly used for costs or revenues that repeat monthly or follow a stable pattern—like equipment leases or...
Concept definition This article shows how to use the three available input methods in PMI—manual, even and source definition—to enter values for revenue, cost of goods sold (COGS), or other expenses in the Planning module. These methods can be used across different...
Objective Add or update Room revenue in the Planning module to ensure accurate budgeting and forecasting. Requirements Access to the Planning module in PMI Appropriate user rights Estimated time to complete 3 minutes Steps Log in to PMI. 1. Go to the Profit & Loss...
Concept definition The Express planner (EP) in PMI is a forecasting tool designed to automate the generation of monthly forecasts for ancillary(non-room) revenue and labor hours. It helps users quickly generate projections based on historical data, growth assumptions,...
Video tutorial playlists Welcome to our comprehensive collection of PMI video tutorials, organized by topic to facilitate your learning journey. Whether you’re new to PMI or seeking to deepen your expertise, these playlists offer structured guidance across various...
What is its purpose? 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 you to forecast on both staff member level and total. You are able to review...