Number of decimals in productivity targets in the Budget & Forecast module is set under each cockpit. Read more under Labor Cockpit
PMI R&P – User Preferred Group in Benchmarking and Portfolio Perspective
PMI allows the user to set a preferred group of properties. This group of properties have only been available in Benchmarking. It is also now readily available in Portfolio Perspective. Read more under Benchmarking, Portfolio Perspective and User Settings
Users
Summary This view lets you administrate user in a specific property (or properties if your property is part of a Chain). Intended Users Property Administrators setting up new users in PMI. Requirements The user needs special security rights. Either Administrator user rights or add on to any user that should […]
User Settings
Summary This view enables you to change and edit your personal information. Intended Users All PMI users. Instructions You can edit your first name, middle name, last name, job title, email (username) and language in the User Information. You can also select Start View (your default landing view after login) […]
Make a user mobile enabled for the PMI App
Step 1 Open main menu in the top left corner and choose, users under Administration. Step 2 Click on pen and edit user. Step 3 Click in box to activate mobile user and press Save/update Step 4 Get the App from Apple Store When a user account has been “Mobile […]
Introduction to the PMI App
What does the App include? The PMI App is meant to show full property status, down to department level. The main focus is the Management Perspective view that displays the same information that is presented in the web version. The application is “Read only” in the sense that you cannot […]
Report
Summary It is possible to select different reports, depending on the setup of the property in Planning. Reports may be built up by the user with correct user rights or created by d2o at set up of property in PMI. If connected to Profitbase, the reports in Profitbase will be […]
Live Forecasting/Weekly in Planning
Summary This chapter describes how to make a Live Forecast/Weekly Forecast in Planning at any time. This functionality may be used when requirements exists to produce a weekly P&L forecast in addition to a monthly P&L forecast that is the standard best practice routine in PMI. Live Forecasts revenue figures […]
How to make a profit forecast
Summary We will now focus on what steps to take to produce a profit forecast in PMI Planning. Intended Users GM, Controllers and Heads of Departments Revenue The work with your forecast starts with the revenue section. A vital part of PMI Planning is that your revenue is collected from […]
Staff
Summary Personnel cost consists of three different elements: Salary Social cost Other personnel cost Intended Users Heads of Departments Instructions Salary Costs Forecasting of salary starts in PMI R&P. A very important principle in PMI Planning is that all hours that are the foundation for calculating the salary cost are […]