Contents:

What and how

Workflow in a default date period – you log in and don’t change the date picker

Workflow in a month period – you change the date picker to Month (a full calendar month)

Overwrite data warning

What and How?

Great when updating future periods i.e. the upcoming 2 months where you might not have a daily breakdown yet. Manually input figures in the text boxes, use PMI prediction values, or copy figures from Last year, Budget or Forecast. Last year is the only option when not in full calendar month selected period. Used by properties that adjust on Total segment level (the entire lump sum) and segment level. Revenue cannot be adjusted, only Room nights and ARR.

Default screen displays reference as values and deviation when there are no alerts.

Example when there are alerts

Workflow in a default date period (not a calendar month)

1. Click Review and adjust. The Periodic adjustment tab unfolds on the screen for you to work in.
2. Adjust Pickup or Total value for Room nights and/or ARR by using your “mouse” or “tab” on your keyboard to manually change.
3. Insert your changes, by clicking directly on the Total input box
4. Another option is activated when clicking on Total input box,
5. %Change, enter a percentage value or
6. Click downward pointed arrow , choose Copy Last year
7. Live forecast for the chosen period is now populated with your preference (#5 or #6)
8. Use PMI Prediction, and these figures populate
9. Click Simulate and the figures you have chosen will populate the screen so you can see if its what you intended.
10. Click Reset Changes to undo any changes. And it resets the original figures.
11. Save is now activated. All saved changes are now populated in all screens.

Workflow in a calendar month

1. Click Review and adjust. The Periodic adjustment tab unfolds on the screen for you to work in.
2. Adjust Pickup or Total value for Room nights and/or ARR by using “mouse” or “tab” on your keyboard to manually change.
3. Insert your changes, by clicking directly on the Total input box
4. Another option is activated when clicking on Total input box
5. %Change, enter a percentage value or
6. Click downward pointed arrow , choose Copy last year, Copy Budget or Copy Forecast
7. Live forecast for the chosen period is now populated with your preference (#5 or #6)
8. Use PMI prediction, and these figures populate
9. Click Simulate and the figures you have chosen will populate the screen so you can see if its what you intended.
10. Click Reset Changes to undo any changes. And it resets the original figures.
11. Save is now activated. All saved changes are now populated in all screens.

Overwrite data warning

A warning appears to ensure user is aware that changes have already been made to a set of dates I.e. These dates have been manually adjusted, what do you want to do?

1. Overwrite – whatever data has been adjusted (used) in Period summary/Periodic adjustment should be used. Whatever it suggests. This means PMI Prediction will be used as a base, and we will apply a+or-whatever changes. So if we change 10% of the value, we will apply 10% on PMI Prediction
2. Adjust – if you have manually adjusted day and you have increased the rate for the day then that increase will be considered when the new period is allocated. So if the rates are increased 1 day it will use that as a base for the allocation instead of PMI Prediction. It will be adjusted up or down, but it will use the manually adjusted forecast as the base.
3. Keep – the manual forecast is kept as it is.
4. Use for all – is only applicable for Overwrite
5. Add in a comment to keep track of changes made