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PMI Schedule: Information, Calculation rows explanation

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ByTeresa Byler
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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 purpose?

Information rows are used as a reference point. You can manually input relevant data as a reference point when scheduling. For example, bus arrivals or number of groups. These rows are for informational purpose only – they do not affect the schedule.

Calculation rows are used to calculate the number of hours that will be needed, based on a specific rule. This can be used, for example to calculate the number of hours for an outsourced housekeeping department when we know These hours calculated will be included in your scheduled hours.

How to create information/calculation rows?

Add custom rows via the tools setting in the Schedule module.

To add an information row:

  1. Select Add Calculation/Information rows in tools settings
  1. Add a name for the row 
  2. Select execute
    1. The row now appears in green. Here you can manually input values for each day. Press save, once you have made the relevant updates. 

To add a calculation row: 

  1. Use the same option in the tools settings 
  2. Insert a name 
  3. Select ‘add as calculation row’
  4. Select factor or minutes. This will determine how the hours are calculated
    1. Minutes is the number of minutes per unit. E.g. It takes 30 minutes to clean 1 room, insert 30. 
    2. Factor is the multiplying factor to calculate the number of hours E.g. If it takes 30 minutes to clean 1 room insert 0.5.
  1. When you select execute, 2 new rows will appear.  
  2. One is green, which is where you can input values. The row at the bottom of the page calculates the number of hours that will be needed. These hours will be added automatically to the scheduled hours, which you can see both in the scheduled planned row, and cockpit planned rows.  
  1. Once you have made your changes, press save.  
  2. The hours will be shown in the cockpit under Other Hours for the respective day.

NOTE!

When updating past days in the schedule the rule is that if the cockpit is already saved for that day the cockpit will NOT update, so if this function is used to update past days, make sure not to save the cockpit until the schedule have been updated and saved. Then go into the cockpit and save.

 

 

View a tutorial video here:

Troubleshooting tips

View option for information and calculation rows in the schedule

If you're having issues with the custom rows (information and calculation rows) in the PMI Schedule, here are some things to consider:

  1. Green Rows: The custom rows in PMI Schedule, both information and calculation rows, are displayed with a green background color. This is a design feature to help users easily identify these rows.
  2. Visibility Issues: If one user can see the green rows but another user cannot, it's likely due to the 'View Options' settings. Each user's view can be customized in PMI, and these settings can affect the visibility of the green rows. To ensure these rows are visible, check the 'View Options' settings and make sure the option to "Show information" rows is enabled.
  3. Access Rights: Remember, the ability to add or modify these custom rows might be restricted based on a user's access rights. Typically, users with administrative rights or specific departmental roles can add or modify these rows.
  4. Data Input: For information rows, you can manually input relevant data as a reference point when scheduling. For calculation rows, they are used to calculate the number of hours that will be needed, based on a specific rule. Make sure the data input is correct to ensure accurate calculations

Role requirements to be able to adjust and update a schedule

If you want to change a schedule in PMI, you usually need to be a manager, like a Department Head or Front Office Manager. You can make these changes in the PMI scheduling module's cockpit, for both past and future schedules. Remember, you need to have cockpit owner or administrator rights to change Min/Max settings, which affect the SMART forecast and scheduling.

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