PMI Knowledge base
List of all articles in the current, selected, category.
Schedule
Schedule 7/8 How to replace shift codes for a period [2:00]
Schedule 6/8 How to create a rotating schedule [3:20]
Schedule 5/8 How to add shift codes to team members [3:41]
Schedule 4/8 How to create a shift code [3:30]
Schedule 3/8 How to add a team member [2:07]
Schedule 2/8 How to create a labor cockpit schedule [4:29]
Schedule 1/8 Navigation [5:12]
The Schedule Tools & View menu
Summary This summary will help you to manage and understand the Schedule Tools & View menu − the available tools you have and view options. Intended Users Department heads Instructions Tools Spend some time to view the different functions...
Split Shifts Between Departments
Summary If needed, you can create a shift code that divides the hours between various departments. Intended Users Cockpit Owners Purpose Schedule a staff member in two or more departments during the same shift. Prerequisites: Adequate knowledge...
Scheduling
Summary This summary will help you to understand, navigate and manage your PMI scheduling. Intended Users Cockpit Owners Instructions For scheduling, you can choose between using the mouse or the keyboard. Until you remember the different shortcut...
Revise staff
Summary This summary will explain how to revise and add staff. Intended Users Cockpit Owners Instructions 1. To add staff, enter the employee’s first name in the field on the left hand side. When you start typing, PMI does a search for matches in...
How to revise a schedule
How does it work? This method is often used if you don’t have a timekeeping system (that is integrated with PMI) and you want to keep actual consumption per worker. The days that have not been approved are indicated with a red cell background. If...
Printing a schedule
Summary This summary will help you to manage printing and exporting of schedules. Intended Users Cockpit Owners Instructions A general rule is that PMI exports according to the view you have on the screen. If you are currently showing codes, it...
Predefined shift codes
Summary This summary will help you to understand how to work with predefined shift codes and how to build or maintain shift codes. Intended Users Cockpit Owners Instructions Open the shift codes by clicking on the Shift Codes tab in Tools menu. ...
PMI Schedule: Information, Calculation rows explanation
What are information/calculation rows in PMI Schedule? Custom rows can be added in PMI Schedule that give you additional insights when scheduling. This allows you to view relevant details, ensuring that good schedules are created. What is their...
Labor cockpit schedule
Summary All Cockpits in PMI can have one or more Schedules linked to it. Be aware of that any changes to a schedule for past historic days are not reflected in the cockpit. Any changes to hours worked for past historic days needs to be done in the...
How to make a schedule
Summary This section will briefly explain how to create a schedule. Intended Users Cockpit Owners Instructions From the Labor Cockpit: In the Tools menu, you can create a schedule for your department − or more, if you have several shift plans − but...