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planning
Data table general explained
Example used is Towels & linen. This is the traditional view of a budget with numbers by month. We have included a total column showing the sum of all months in the plan (which could be anything between 6 & 18 months). The column Avg./month is the sum of all...
How to set up a Plan
What is Planning? Planning version setup is where you create draft budgets and forecasts for GoGreen, Room revenue, and Labor costs. PMI prepopulates this plan using the latest Live forecast and estimates based on historical financial (P&L) data. The forecast...
How to build a P&L planning report
Summary It’s possible to select from various P&L planning reports, depending on how the property is configured in the Planning module. These reports can either be user-created—provided the user has the appropriate permissions—or pre-configured by d2o during the...
How to modify a P&L report
What is its purpose? There are several more choices that increase flexibility in the P&L Report module. It’s easier to focus on what figures you are looking at, and the menus are more informative. What are the actual modifications? 1. Actual: Actual/ Live...
How to set up a weekly Live forecast
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...
How to edit and update using the staffing tool
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 copy from reference
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 approve a forecast or budget in PMI
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...
Accounts overview
What is its purpose? Accounts overview is a quick way to show categories as totals and you can see divisions, departments and account levels. This is view only, so you cannot change anything or look at calculations. It's geared toward GMs, controllers and heads of...