Objective By following this guide, you will be able to upload your revenue budget into PMI via the Data Upload Centre and ensure it is correctly reflected in the Budget & forecast module. Requirements You must have access rights in PMI to use the Data Upload...
Objective By following this guide, you will be able to enter a revenue budget in PMI using Live forecast data as the foundation. Requirements You must have access rights to the Live forecast and Budget & forecast modules in PMI. The Live forecast should be...
Objective You’ll learn how to manually enter revenue budgets in PMI for specific departments and time periods. Requirements - You must have access rights to the Budget & forecast module in PMI. - Know which department and period you want to enter the budget...
When viewing Reports in the Profit and Loss module, there are several view options. Click on the view options icon, then the pencil under Report Content. Tick the YTD box to see the accumulated WIP forecast from the beginning of the year until present. In the...
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...
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...
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...
Summary Accounts are integral to all departments for constructing budgets and forecasts within PMI’s Planning and Profit & Loss (P&L) modules. Depending on the internal structures of a property or property chain, accounts can be added or removed to suit specific...