If you cannot edit a value or formula in P&L Planning, the reason is usually one of the following: 1. The account has a Source Definition If you see a calculator icon on the account line, the value is controlled by a Source Definition. You cannot type directly in...
planning
How to check if forecasts have been submitted for the next 3 months
If you want to confirm whether all hotels have submitted their forecasts for the next three months, the steps depend on your access level. If you have access to the Planning module: Open the Live Forecast module Use the Submit Several or Approve Several options under...
Live forecast shows zero despite formula setup
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:...
Manually link Forecast revenue from R&P to Planning
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...
Why does the column in the P&L module not say “Budget” even though I’m working with the Budget version?
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...


