If you want to reactivate accounts in the Planning module (e.g., accounts that were previously removed from view), follow these steps: Step-by-Step Instructions Go to the Accounts View Navigate to PMI Planning → Profit & Loss → Accounts. Make sure you’re in the...
The Staff module is used to manage and maintain the staffing structure for each department, including roles, salary levels, and hourly cost settings. Key Functions: Define staff roles and link them to cost accounts (e.g., Housekeeping Attendant, Receptionist) Assign...
Issue: Some accounts in the Live Forecast column show 0 even though formulas exist. This is sometimes seen when: The formula appears present but doesn’t calculate Other months (e.g., June) work correctly while the current month (e.g., May) doesn’t Possible Causes:...
To manually link forecast revenue from the Revenue & Productivity (R&P) module to the Planning module in PMI: Go to the P&L module → Accounts. Select the account you want to link (e.g., Room Revenue). Under Source Definition, choose the source data, such...
You’re using the Budget version in the P&L module, but the staff-related column shows a different label—perhaps “Scheduled” or something entirely custom. Here’s why that happens and how to fix it. The Real Reason: This setting isn’t controlled in the P&L...
If you’re using the Revenue & Productivity (R&P) module in PMI, keep in mind that this module focuses on revenue and productivity metrics rather than full financial reporting. Since not all cost data is available within R&P, the AI cannot provide full...