Input methods in Planning: manual, even, and source definition explained
This article shows how to use the three available input methods in PMI—manual, even and source definition—to enter values for revenue, cost of goods sold (COGS),…
PMI planning
Problem solving
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How to add other non-operating revenue in Planning
To add or update other non-operating revenue in the Planning module using manual entry, constants, even function or source definitions that combine multiple inputs.
PMI planning
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
How to add room revenue in Planning
Add or update Room revenue in the Planning module to ensure accurate budgeting and forecasting.
Profit & loss
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
Do workers added in the schedule get carried over to future months?
To add workers (and their shifts) into multiple future months, use the Rotating Schedule feature. You can find this in the Tools menu.
Schedule
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
How to run Express planner
This guide shows you how to run Express planner to generate automated monthly revenue and labor hours forecasts for your property in PMI.
Budget & forecast
Express planner overview
Express Planner streamlines the target-setting process by automating calculations, helping users avoid time-consuming manual work. It enables users to set monthly targets up to 24 months…
Budget & forecast
How to configure Express planner settings
Your automated forecasts are only as good as the data behind them. This guide shows you how to fine-tune your Express planner settings to ensure your…
Budget & forecast