Live forecast tools and personal view settings
- Pickup Statistics: Click here to review and analyse the booking pattern for the different Segments and the ARR (Average Room Rate).
- Reset Pickup: this will reset whatever is in the Pickup column to 0 (Zero).
- Calculate Live Forecast: Use this for an automated recalculation of pickups. The recalculation can be done based on PMI Prediction or an external forecast file if available.
- Copy to Live forecast: Use this to copy values from Forecast or Budget. This will copy the selected source to the Live forecast, set all dates in the period to manual handling, and save the new Live forecast. You can revert to the automated driver forecast by selecting ‘Reset Pickup’ in the tools menu. For Rooms forecast, this only applies if the Live forecast update method is ‘Auto: PMI Prediction updates daily’, (i.e., not if the mix between import and PMI Prediction is used).
- Seasons: View forecasting seasons.
- Generate Auto Seasons: Applicable to d2o users only.
- PMI Live forecast: A tool that shows a snapshot of your Live forecast for comparison and accuracy checking of the PMI Prediction algorithm.
- Available Rooms: Use this to review adjust the total number of rooms available in the property. PMI will not forecast more than the available rooms set here.
- Different capacity can be set for actual, Live forecast, Forecast and the Budget. For actual and Live forecast, it should always show the same capacity as used when reporting for official benchmarking.
- Configuration settings: Click here to view and adjust settings on how the Live forecast is set up.
- Extract Data: Use this to extract data to Excel. This is useful for in depth analysis.
- Print to File: Use this to export data to Excel, Google Sheets or as a PDF file. See video instructions on how to use this function here.
- Copy (Submit) from Live forecast: Use this to submit the Live forecast to Forecast or Budget. This should be done once a month for the coming 12 months.
- Depending on chain policy, forecast submission is only open during a period of the month, and budget submission during a specific period of the year (budget).
- Copy (Submit) several from Live forecast: Use this to submit multiple Live forecasts to Forecast or Budget simultaneously.
- Depending on chain policy, forecast submission is only open during a period of the month, and budget submission during a specific period of the year (budget).
- Edit Guest Nights Factor: Review and adjust guest nights factor, used to forecast number of guest nights.
- Revise Forecast/Budget: Use this to edit your Forecast or Budget values. This will update them in the Budget and Forecast module.
- Driver based: Review and adjust revenue drivers for the Live forecast.
What are the personal view settings in Live forecast?
These options allow you to adjust what you can see in the Live forecast table. These changes are user specific – any changes here will only change your view, not anyone else’s.
The choices available will vary depending on the type of Live forecast and user rights.
If you choose to display Last Year, you can choose by Date or by Weekday – By Weekday, will compare a Monday to a Monday last year. By date will display the same date last year.
When Forecasting Accuracy is ticked, a new column will appear to the right of the Live forecast column, displaying the difference between last saved Live forecast and the actual result as a percentage.
When hovering over a Budget or Forecasted value in the Live forecast module, a pop-up tool tip will appear displaying when and by whom the budget or forecast was submitted.
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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
- Show all articles ( 1 ) Collapse Articles
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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