To onboard on PMI, you can use the videos in each module within PMI at the top video icon. These videos are also divided into differens categories in the below link:
Link to Onboarding Video – click here.
Depending on the modules at your property some videos might not be relevant to use.
- Live Forecast video series – only used if you are doing live forecasting in PMI and not importing from external source
- Schedule video series – only used if you do NOT have a time keeping system import
- P&L Planning video series – only used if you also have the PMI Planning module in PMI (profit & loss)
- PMI Planning Staffing module – only used if you also have the PMI Planning module in PMI (profit & loss)
Make sure to see this video since you as a new user also might have access to the PIA Walk me module in PMI, this will guide you through PMI showing your tasks – PIA