Accessing video playlists and tutorials in PMI
Users can find in-app help and video guides in several places within the PMI platform:
Home · Troubleshooting
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Troubleshooting
Search symptoms and find clear steps toward a resolution.
Recommended routine for ensuring end-to-end data integrity
To maintain accurate reporting and data consistency across PMI modules, validate data at the point of entry—not in the reporting tools.
Management perspective · Troubleshooting
How to verify that re‑allocated hours are not double-counted or missing in benchmarking?
Benchmarking reports do not pull data directly from schedules or timesheets , but rely on the saved data in each department's cockpit . If hours are…
Benchmarking · Troubleshooting
How does PMI handle departments with zero historical data when calculating SMART-schedule guidance
If a department has no historical data , PMI cannot use its SMART algorithms , which rely on past patterns to suggest efficient staffing levels.
Labor cockpit · Troubleshooting
How can I tell if last-year hours are missing or showing under the wrong department in the Timesheet report?
The Timesheet report doesn't flag issues directly, but there are a few on-screen cues that can help you identify if something's off — particularly when viewing…
General issues · Troubleshooting
How are hours synchronized between Schedule, Cockpit, Management perspective, and Benchmarking?
The hours displayed in Schedule, Cockpit, Management perspective, and Benchmarking are always synchronized.
Management perspective · Troubleshooting
How to enter hours for last year in PMI
If you need to add or adjust historical hours in PMI (e.g. for last year), manual entry is not done in Budget & Forecast. Instead, you…
Budget & forecast · Troubleshooting
How can I manually enter hours for last year?
You can manually enter last year's hours in the Timesheet Cockpit by clicking the pencil icon next to the relevant day and department. This is useful…
Budget & forecast · Troubleshooting
How to copy and paste a formula in the P&L Source definition tool
If you're trying to reuse a formula from one account in another (e.g., from "Kitchen – Paid Holidays" to "Steward – Paid Holidays"), here's how the…
PMI planning · Troubleshooting
Why is PMI showing hours instead of FTE in Budget (Target) & forecast?
If you've selected FTE in the Budget & Forecast module but the system still shows Hours under productivity, here's what to check:
Budget & forecast · Troubleshooting