Topic

Profit & loss

KB Article

How to add room revenue in Planning

Add or update Room revenue in the Planning module to ensure accurate budgeting and forecasting.

Profit & loss

KB Article

PMI Planning module overview

The PMI Planning module is the central workspace for forecasting, budgeting, and aligning operational plans with financial goals. It enables General Managers and Financial Controllers to…

Profit & loss

KB Article

Planning staff module overview

It reduces the manual workload and makes forecasting less error-prone. It enables you to import scheduled hours and base salaries from an external system(s). It enables…

Profit & loss

KB Article

Staffing screen overview

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…

Profit & loss

KB Article

How to input a budget in PMI

The goal is for those who work with budgets to enter next year's budgets into PMI in a timely and accurate way, with as little effort…

Budget & forecast · Profit & loss

KB Article

How to add staff and manage staff cost

Forecasting of salary starts in PMI R&P. A very important principle in PMI Planning is that all hours that are the foundation for calculating the salary…

Profit & loss

KB Article

How to build a P&L planning report

The P&L Report Builder allows you to create, manage, and customize Profit & Loss reports for your organization.

Profit & loss

KB Article

How to modify a P&L report

View options allow you to control how data is displayed in P&L reports and focus on the figures most relevant to your analysis.

Profit & loss

KB Article

How to add a comparison year in P&L

It's the ability to add another year for comparison in the Account Summary module in P&L.

Profit & loss