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How to trigger a new Planday TKS export file
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ByHenrik Petersen
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To trigger a new export in Planday, go to Settings > Portal settings section > Scheduled jobs
The transfer runs on a schedule, specific for each portal. To trigger a “manual” transfer, the time
must be changed to a time in the near future. For example, if you are missing an import at 07:00, you can change the export time to 07:30 and Planday will generate the report.
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Getting started
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- Arrivals/Departures
- Data elements required from PMS
- Manual Export PMS – Fidelio
- How to do a manual PMS export from Opera
- Manual Export PMS – Picasso
- Manual Export PMS – Protel
- Manual Export PMS – Spirit Web
- PMS – Cenium
- PMS – Citybreak
- PMS – Fidelio
- PMS – Opera
- PMS – Protel
- How to do a manual PMS export from HotSoft
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Video tutorials
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- Administration Labor cockpit [14:49]
- Bar and Pub Labor cockpit [12:21]
- Breakfast Labor cockpit [12:05]
- Consolidated view in Benchmarking and Management Perspective [3:20]
- Flash Report Onboarding [6:27]
- Flash Report Overview [2:25]
- Food cost cockpit [6:21]
- Kitchen Labor cockpit [11:28]
- Labor Cockpit Onboarding [18:16]
- Labor Cockpit Overview [3:12]
- Live Forecast 1/5 Navigation [5:05]
- Live Forecast 2/5 Rooms [5:05]
- Live Forecast 3/5 Meeting & Event [5:40]
- Live Forecast 4/5 Food & Beverage [6:11]
- Live Forecast 5/5 Breakfast [7:19]
- Live Forecast Onboarding [6:06]
- Live Forecast Overview [2:58]
- Management Perspective Overview [3:06]
- P&L Planning 1/10 Purpose and benefits [2:25]
- P&L Planning 10/10 How to approve forecast and budget or target [2:34]
- P&L Planning 2/10 Navigation [4:26]
- P&L Planning 3/10 How to build a total [4:29]
- P&L Planning 4/10 Three ways of inserting figures [4:32]
- P&L Planning 5/10 How to add a sub account [1:42]
- P&L Planning 6/10 How to build a constant [2:42]
- P&L Planning 7/10 Staff module [2:48]
- P&L Planning 8/10 How to add a staff member [1:33]
- P&L Planning 9/10 How to revise and submit a forecast [3:01]
- PMI Planning Staff Module Overview [3:07]
- Repair and Maintenance Labor cockpit [13:01]
- Restaurant Labor cockpit [12:30]
- Schedule 1/8 Navigation [5:12]
- Schedule 2/8 How to create a labor cockpit schedule [4:29]
- Schedule 3/8 How to add a team member [2:07]
- Schedule 4/8 How to create a shift code [3:30]
- Schedule 5/8 How to add shift codes to team members [3:41]
- Schedule 6/8 How to create a rotating schedule [3:20]
- Schedule 7/8 How to replace shift codes for a period [2:00]
- Schedule 8/8 How to create split shifts between departments [2:42]
- Stewarding Labor cockpit [11:38]
- Timesheet Onboarding [4:14]
- Show all articles ( 26 ) Collapse Articles
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- Articles coming soon
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- Administration Labor cockpit [14:49]
- Bar and Pub Labor cockpit [12:21]
- Breakfast Labor cockpit [12:05]
- Food cost cockpit [6:21]
- Front Office Labor cockpit [12:05]
- Housekeeping Labor cockpit [11:20]
- Kitchen Labor cockpit [11:28]
- Labor Cockpit Onboarding [18:16]
- Labor Cockpit Overview [3:12]
- Repair and Maintenance Labor cockpit [13:01]
- Restaurant Labor cockpit [12:30]
- Schedule 1/8 Navigation [5:12]
- Schedule 2/8 How to create a labor cockpit schedule [4:29]
- Schedule 3/8 How to add a team member [2:07]
- Schedule 4/8 How to create a shift code [3:30]
- Schedule 5/8 How to add shift codes to team members [3:41]
- Schedule 6/8 How to create a rotating schedule [3:20]
- Schedule 7/8 How to replace shift codes for a period [2:00]
- Schedule 8/8 How to create split shifts between departments [2:42]
- Stewarding Labor cockpit [11:38]
- Timesheet Onboarding [4:14]
- Show all articles ( 6 ) Collapse Articles
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- How to create a pre-populated new plan for Budget or Forecast [3:02]
- How to edit a plan [3:52]
- P&L Planning 1/10 Purpose and benefits [2:25]
- P&L Planning 10/10 How to approve forecast and budget or target [2:34]
- P&L Planning 2/10 Navigation [4:26]
- P&L Planning 3/10 How to build a total [4:29]
- P&L Planning 4/10 Three ways of inserting figures [4:32]
- P&L Planning 5/10 How to add a sub account [1:42]
- P&L Planning 6/10 How to build a constant [2:42]
- P&L Planning 7/10 Staff module [2:48]
- P&L Planning 8/10 How to add a staff member [1:33]
- P&L Planning 9/10 How to revise and submit a forecast [3:01]
- PMI Planning Staff Module Overview [3:07]
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- PMI GoGreen - Cockpit overview [2:49]
- How to create a pre-populated new plan for Budget or Forecast [3:02]
- PMI GoGreen - Water [3:04]
- PMI GoGreen - Missed opportunities [2:57]
- PMI GoGreen - Register actual consumption [2:24]
- PMI GoGreen -Towels & linens [3:02]
- PMI GoGreen - How to prevent food waste [3:03]
- PMI GoGreen - How to reduce energy waste [3:08]
- PMI GoGreen - Waste [3:04]
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PMI Release notes
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- User administration enhancements March 2024
- GM daily digest enhancement March 2024
- PMI Index calculation updates for 2024
- KPI targets enhancement February
- KPI targets enhancement
- Update to NextGen Rooms live forecast page: Personal view options, Mar 2024
- Consolidation OTB enhancement - April 2024
- PMI adoption index enhancements - April 2024
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- GoGreen benchmarking
- GoGreen index calculation enhancement
- PMI adoption Index: Help videos for measurements
- Activity log enhancement
- Arrivals and departures forecast enhancement
- KPI upload tool enhancement
- GoGreen Food waste cockpit enhancement
- GoGreen Doing cockpit enhancement
- Benchmarking: PMI Index value updates based on time period selected
- GoGreen cockpit: Highlight months missing data on 12 month graph
- KPI targets
- Goal distribution tool
- Planning set up enhancement: Roll forward forecast
- Live forecast enhancement: Editing ARR values
- User administration release note
- New page view of Rooms live forecast - Dec 2023
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- 15th of March – Ability to reverse Benchmarking calculation
- 15th of March – Possibility to add department type as an additional dimension when using Account ID in the P&L report
- 15th of March – Print a list of all unmapped accounts on chain level
- 15th of March – Printing to excel and PDF
- 16th of March – Introduction to PMI
- 26th of April – Room Live Forecast – Change to pickup fields
- 5th of September – New Import Status
- 7th of September – Information/calculation rows in PMI schedule
- 9th of August – Export to Google Sheets
- 9th of June – PMI Advanced settings – Period locking
- GM daily digest enhancements
- PMI adoption index: Option to filter scores by group and export scores
- Profit center Live forecast: Automatically switch between OTB and revenue driver
- SMART Forecast enhancement
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Onboarding
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- Onboarding roles – Breakfast
- Onboarding roles – Finance
- Onboarding roles – Food cost
- Onboarding roles – Front Office
- Onboarding roles – Housekeeping
- Onboarding roles – Kitchen
- Onboarding roles – Restaurant and Meeting & Event
- Onboarding roles – Stewarding
- Onboarding roles – Repair and Maintenance
- GM Introduction to PMI
- Onboarding roles – Bar and Pub
- Onboarding roles – Administration
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GM's corner
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PMI homepage
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PMI planning
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- Setting Productivity Targets and/or Hours
- How to set productivity targets and/or hours in Budget & Forecast module
- Room Budget and Forecast
- Other Budget and Forecast
- Use Forecast/Budget hours from Cockpit in P&L Staff module
- What is Room revenue planning?
- Express planner overview
- How the Express planner works
- Express planner: Settings explanation
- Operational targets overview
- How to input a budget in PMI
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- Accounts overview
- How to populate and edit accounts
- How to approve a forecast or budget in PMI
- How to copy from reference
- How to edit and update using the staffing tool
- How to make a profit forecast
- How to set up a weekly Live forecast
- How to add a comparison year in P&L
- How to modify a P&L report
- Planning Menu – Tools and View Options overview
- Planning staff module overview
- How to build a report
- How to add staff and manage staff cost
- Staffing screen overview
- How to input a budget in PMI
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Cockpit
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- Labor cockpit overview
- Labor Cockpit Preparations
- Labor Cockpit Cost Driver
- Daily routines, Labor Cockpit
- SMART forcast explained
- How does SMART allocate daily hours?
- Using Arrivals and/or Departures as Cost Driver
- Closing Profit Center or Cockpit
- How to handle labor cost
- Min/Max Explanation
- Parent and sub-cockpits explanation
- Staffing guide explanation
- Timesheet overview
- How to link KPI targets to a cockpit
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- Labor cockpit schedule
- How to make a schedule
- How to revise a schedule
- PMI Schedule: Information, Calculation rows explanation
- Predefined shift codes
- Printing a schedule
- Revise staff
- Schedule 1/8 Navigation [5:12]
- Schedule 2/8 How to create a labor cockpit schedule [4:29]
- Schedule 3/8 How to add a team member [2:07]
- Schedule 4/8 How to create a shift code [3:30]
- Schedule 5/8 How to add shift codes to team members [3:41]
- Schedule 6/8 How to create a rotating schedule [3:20]
- Schedule 7/8 How to replace shift codes for a period [2:00]
- Schedule 8/8 How to create split shifts between departments [2:42]
- Scheduling
- Split Shifts Between Departments
- The Schedule Tools & View menu
- Show all articles ( 3 ) Collapse Articles
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Live forecast
- Live Forecast Overview
- How to set up a Live forecast: configuration settings
- Live forecast tools and personal view settings
- PMI prediction explanation
- Pickup explanation
- Profit center Live forecast: Automatically switch between OTB and revenue driver
- Revenue Driver explanation
- Segment OTB
- Submit Live Forecast to Forecast (monthly routine)
- NextGen Rooms live forecast overview
- Rooms live forecast: weekly routine overview
- Rooms live forecast: How to work with auto Live forecast
- NextGen Rooms live forecast: Personal view options
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Data analysis views
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Administration
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GoGreen
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- Comparative data explained
- Data table general explained
- Formula/Calculations explained
- Goal charts and YoY comparison explained
- GoGreen Learning page overview
- How to edit a GoGreen plan
- How to set up a Plan
- Intro to NextGen GoGreen Planning
- Main chart explained
- Plan values explained
- Save your progress explained
- Sense check mode explained
- Unit price explained
- Volume/usage/consumption explained
- How to do a monthly forecast routine in NextGen Planning
- How the GoGreen targets are calculated
- Show all articles ( 1 ) Collapse Articles
- GoGreen Doing Cockpit overview
- GoGreen index overview
- GoGreen benchmarking
- GoGreen index: How are the measurements calculated?
- GoGreen Learning page overview
- Useful links for sustainability and environmental management best practice
- Chart explained
- GoGreen targets explanation
- How to make a manual entry in a GoGreen cockpit
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FAQ
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- How can I see the hours that are imported to PMI?
- How do I enter the rates?
- How do I know if I am scheduling according to activity?
- How does PMI summarize the hours?
- How is productivity calculated?
- What are fixed hours?
- What are non-productive and productive hours?
- What are the rates and how are they calculated?
- What is a cost driver?
- What is min/max hours?
- What is SMART?
- Why do the planned hours in the Timekeeping System (TKS) not match PMI?
- Why is the total number of hours for the month too low/high?
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- How do I estimate my Closing Inventory?
- My food cost % is wrong (too high/low). Why is that?
- My turnover days are set to 32. What does that mean?
- What are my routines in the Food cost cockpit?
- What do I enter in the Purchase column?
- What is opening and closing stock?
- What is the recommended number of turnover days?
- What is turnover days and how is it calculated?
- Where do I change my food cost forecast?
- Why is opening and closing stock important?
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- Can one employee work in two departments?
- How do I add a shift code?
- How do I copy hours into the unspecified row (Timekeeping system excluded)
- How do I create a rotating schedule?
- How do I make a new schedule?
- How do I navigate the tools in the schedule?
- What are timekeeping system (TKS) excluded hours for?
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- How do I copy to Live forecast?
- How do I submit my Live forecast to forecast?
- How do I reset the pickup for a full month?
- Why do I have a red triangle to the left of the date?
- What is Pickup statistics?
- What are covers?
- What are the seasons in PMI?
- What do the pickups show and why are they sometimes negative?
- What is a revenue driver?
- What is the difference between Forecast and Live forecast?
- Why does on the books in PMI not match what we have in our PMS?
- How do I calculate ARR and ADR?
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- Can I edit the figures in the Flash report?
- Different view options in the Flash report
- How am I performing compared to my forecast/budget/last year?
- How can I print the report?
- How can I switch between viewing daily and monthly figures?
- How do I check what segments add to the total daily figure?
- How do I edit my covers?
- Why are my room/guest nights wrong?
- What is the Flash Report
- Why is my revenue wrong?
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- How do I know if the mapping is correct?
- How do I know where accounts should go in PMI?
- How do I map the categories in Timekeeping (TKS)?
- I cannot see my department in Timekeeping System (TKS) mapping. How do I see it?
- There is a position missing in the Timekeeping system mapping. How can I fix this?
- What are Categories in PMI Timekeeping system?
- What is Departments in Timekeeping system (TKS) mapping?
- What is mapping accounts?
- What is mapping – timekeeping system?
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d2o team only
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- Articles coming soon
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- Articles coming soon
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- Articles coming soon
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- Articles coming soon
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KPIs
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General user knowledge
- Articles coming soon
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Miscellaneous