Purpose GoGreen planning uses a number of sources from PMI and calculations to generate the forecast values in the planning page. This document gives a deeper explanation of where each value comes from and can be used to double check the data viewed on the page if...
What is its purpose? 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 workload and make forecasting less error-prone. You can import scheduled hours and base salaries...
![How to edit a plan [3:52]](https://kb.d2o.com/wp-content/uploads/2023/01/VIDEO01-OVERLAY-400x250.jpg)
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...
Summary You can select from different P&L planning reports depending on how your property is configured in the Planning module. Reports can be: created by users (with the correct permissions), or preconfigured by d2o during setup If your property is connected to...
What is its purpose? View options allow you to control how data is displayed in P&L reports and focus on the figures most relevant to your analysis. Navigation P&L reports → Tools → View optionsDepartments/Properties Shows additional detail within the...
Summary This chapter describes how to make a Live Forecast/Weekly Forecast in Planning at any time. This functionality may be used when requirements exists to produce a weekly P&L forecast in addition to a monthly P&L forecast that is the standard best...
What is its purpose? 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 workload and make forecasting less error-prone. You can import scheduled hours and base salaries...
Summary The “Copy From Reference” function in PMI’s Planning and Profit & Loss (P&L) modules allows users to efficiently populate their current working version with data from a selected reference version. This is particularly useful when transitioning from an...
How to send in/submit your budget/target or forecast in PMI Planning module. NB! Moved from Submit to Status in tools box. Summary When your budget/target/forecast work is completed and you wish to send in/freeze these figures to become a selectable version in PMI...