How to set up automated planning cycles
The Cycle schedule setting allows you to automate the creation and management of Budget and Forecast planning cycles. You can define when planning cycles open, how…
Budget & forecast
Topic
Budget & forecast
Plan version automation – Never miss budget season again
Plan Version Automation takes the manual work out of starting each budget and forecast round — the system opens the right version for your team at…
Budget & forecast
P&L planning automation – how the system calculates your planning schedule
This article explains how PMI calculates future planning cycles, generates version names, applies scheduling rules, and handles changes to active planning cycles.
Budget & forecast
Arrivals, departures, and stay over visibility
This article explains where to find Arrivals, Departures, and Stay overs in the Budget & forecast module. The statistics are displayed on monthly level in the…
Budget & forecast
How to set monthly labor productivity and hour targets in PMI
By following this guide, you will enter monthly labor productivity or hour targets in PMI for each department using the Productivity sheet and the Budget &…
Budget & forecast
How to enter a revenue budget in PMI using the Data Upload Centre
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…
Budget & forecast
How to enter a revenue budget in PMI using Live forecast data
By following this guide, you will be able to enter a revenue budget in PMI using Live forecast data as the foundation.
Budget & forecast
How to manually enter a revenue budget in PMI
You'll learn how to manually enter revenue budgets in PMI for specific departments and time periods.
Budget & forecast
Compiling revenue streams overview
Compiling revenue streams in PMI is a key step in building a complete and actionable P&L budget. It helps General Managers translate strategic goals into detailed…
Budget & forecast
Express planner calculation explanation with examples
The Express planner (EP) in PMI is a forecasting tool designed to automate the generation of monthly forecasts for ancillary(non-room) revenue and labor hours. It helps…
Budget & forecast