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ORMS Home

Note: This topic applies to ORMS ADF11.

The ORMS Home Dashboard is the first screen accessed after signing on to the property in ORMS. As the main screen, the Home Dashboard offers a diverse amount of data providing an overview of revenue information for analysis including Occupancy/ADR Forecast and Inventory. The dashboard can also display the recommended overbookings, but only when the Rooms Management>Overbooking application function is set to Y in PMS for the Property. From this screen you may choose to override the overbooking recommendations based on your analysis.

Additionally, from this screen you can view hurdle recommendations displayed in a popup window. The Hurdle Recommendations popup window displays hurdle amounts for the existing Yield Categories at your property. You may also choose to override these hurdle recommendation amounts based on your analysis of the Home Dashboard graphs and grids.

Note: When first signing onto ORMS after Modelization and thereafter, if no user-configured Seasons have been set up for the future other than the modeled NORMAL Season (NORMAL is the default season populated for 10000 days), a popup Alert will appear. This alert will pop up when connecting to ORMS to remind the user to assign future days with corresponding Seasons other than NORMAL to avoid incorrect Forecasts. The pop up Alert will prompt the user to either:

- Ignore the Warning - which will simply close the Alert popup window and take the user to the Home Dashboard.
- Confirm the warning - which will take the user immediately to the Season and Events Configuration Dashboard to configure Seasons.
- Set a Reminder for a later date (i.e. 7 days from today) when the Alert will pop up again.

For more information on the conditions the system looks for when creating Seasons Alerts, see Season and Events Configuration Dashboard.

Prerequisites

Permissions

The Home Dashboard is available when the Revenue Management>ACCESS ORMS permission is granted to the user.

Home Dashboard

The Home Dashboard contains several sections:

Calendar

For details about the Calendar, see Using the Calendar.

Navigation Functions

When you see the Expand and Collapse arrows on the dashboard, you can click on the arrow to expand or collapse that area of the screen, respectively.

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Filters

Enter the criteria you want for analysis and select the Submit button.

Analysis. Select from the LOV the type of analysis you want displayed in the graph and grid:

View By. Select from the LOV the type of statistics you want to view. Options are for House or for an individual Yield Category. House is the default. (When House is selected, the Room Type filter is disabled). When a Yield Category is selected instead of the default House, the Room Type filter becomes enabled where you can select a Room Type from that Yield Category (see below).

Room Type. (Becomes enabled when the View By for individual Yield Category has been selected.) Select a room type from the LOV whose statistics and rates you want to view (the room types available for selection have been configured for the selected Yield Category in ORMS>Configuration>Yield Category). When a Room Type is selected, the Approved filter is disabled.

Out of Order. Use this check box to determine whether or not Out of Order rooms are to be deducted from the inventory for calculations. When selected, the amount of rooms available will decrease as the Out of Order rooms will be deducted from the physical inventory. When not selected, the amount of available rooms will not be affected by the amount of Out of Order rooms for the day. This calculation affects OTB Occupancy %, OTB RevPAR, Inventory Available, Forecasted Occupancy, and Forecasted RevPAR.

Comp/House use. Use this check box to determine whether or not Comp and House Use rates are to be used for calculations for OTB ADR and Forecasted ADR. When selected, the OTB ADR and Forecasted ADR decrease as those reservations with rate codes flagged as Complimentary and House Use in the Rate Header are included in the calculation. When not selected, the OTB ADR and Forecasted ADR increase as those reservations with rate codes flagged as Complimentary and House Use in the Rate Header are not included in the calculation.

Approved. Select the LOV to identify if you want to view overbookings that have been approved: All (both approved and not approved), (Yes, approved) or not (No, not approved) for the selected time period. If the View By filter is selected for a specific Yield Category other than House, then Approved is disabled.

Button Functions

Search. Select the Search button to display the criteria you entered for filtering data.

Graph

Main Grid

The Occupancy/ADR Panel is always visible and provides occupancy and ADR statistics based on the type of Analysis selected. See Main Grid Columns below for a description of the columns.

Grid Navigation Functions

These navigational features allow you to view the grid according to your preferences.

View. Select View to display options for viewing the grid other than the default display. Select or deselect the display options according to your preference. Once an item is selected or deselected, the screen will refresh with your selections displayed.

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Detach. Select this button to expand the grid you wish to view. The expanded view will comprise the entire screen, eliminating other sections, so you can view the current grid singularly.

Expand. Select the expand icon (+) of the current row to display more details. To close the details, select the Close icon (-).

orms_adf11_home_grid_expand

Inventory

Current Status on Booking Situation

Blocks (B / TB)

Group Information divided into Blocks (B) and Transient Blocks (TB)

Transient

Forecasted and OTB Transient Figures for the Selected Day

Main Grid Button Functions

These buttons and LOVs allow you to work with the data that initially appears in the grid, such as overriding bookings, change recommended hurdles, approve non-approved overbookings, override changes in batch, and set a pre-defined expiration timeframe date.

Apply. This button is used to apply all changes made on this screen not related to hurdles; for example, override an overbooking, set an expiration date, and so on.

Edit. Select this button to make changes to the system recommended hurdles for that highlighted date and associated yield category. The Hurdle Recommendations screen appears. See Editing Hurdle Recommendations below.

Edit all. Select this button to display a list of all dates and associated yield categories where you can make changes to hurdle recommendations. The Hurdle Recommendations screen appears. See Editing Hurdle Recommendations below.

Approve all. The Approve all button will approve all the Non-Approved Overbookings of the selected date(s) on the calendar (this does not apply to hurdles).

Batch Override. When selecting this button, the Batch Override screen displays for global overriding of hurdles, overbookings and OOO Ceilings for a pre-defined date range. See Using Batch Override below.

Expiry Selection. The Expiry LOV provides a number of pre-defined Expiration timeframe dates (i.e. End of the Day or Tomorrow Night) based on the system date, for the hurdles or overbookings. When the expiry time is selected, the date populates the Hurdles Expiry field and the Overbooking Expiry Date field. You may also manually override the expiry date in the Hurdles Expiry field or the Overbooking Expiry Date field for the current hurdle or overbooking sections. The options from the Expiry Selection LOV are:

Other Main Grid Features

Alerts and Events. Select the Alerts and Events button to view any alerts that have been configured whose thresholds have been exceeded on the selected dates and a list of the events occurring that fall on the selected dates. See the Alerts and Events online help topic.

Export to Excel. Select this button to export the current Occupancy/ADR data into Excel. Please note that your Internet Explorer needs to be modified to allow this process. If your Network Administrator has not made the global change, see the attached document for instructions on how to modify your Internet Explorer for Export to Excel. Click here.

The grid will be imported with all columns and rows after you select the following prompt, if applicable.

Main Grid Columns

Season Color. The Season Color displays the color-coded rate season for the current date. The color displays in a thin column after the Expand icon (+) and before the Date column. The Season Color was set up in Configuration>Seasons and Events.

Date. Day of the week and date selected in the calendar for 'on the book' reservations and revenue, along with a forecast for that date.

OCC Rooms

Prop OCC (%)

ADR (Average Daily Rate) - The currency code used for calculation is displayed

RevPAR (Revenue per Available Room) - The currency code used for calculation is displayed in parenthesis

Overbooking (Available when the Rooms Management>Overbooking application function is set to Y in PMS for the Property)

Editing Hurdle Recommendations (Hurdle Recommendations Screen)

The Hurdle Recommendations screen lets you make changes to ORMS system recommended hurdles. This screen appears when you highlight from the main grid the hurdle date and then select Edit, where you can edit the hurdle associated with that date; or when you selected Edit All to make changes to hurdles associated with all dates in the date range.

orms_adf11_home_hurdle_recommendations

Hurdle Recommendations Filters

Enter the criteria for the hurdles you want to display and override. Select the Search button when you have made your choices.

Yield Category. Select the yield category from the LOV whose hurdle you want to change. Your options are All or you may select a specific configured Yield Category. When the yield category is selected, the Room Type and Rate Code filters are enabled.

Room Type. (Enabled when a specific yield category has been selected.) Select the room type from the LOV for which you want to display the Status. Or, you may select All room types associated with the yield category. The available options are room types that have been configured for the selected Yield Category. The displayed default Room Type is the ‘Preferred Room Type’ as configured on the Yield Categoryconfiguration screen.

Rate Code. (Enabled when a specific Yield category has been selected.) Select the rate code from the LOV for which you want to display the Status. The available options are configured yieldable rate codes. The displayed default Rate Code is the ‘Reference Rate Code’ as configured on the Yield Category configuration screen.

Approved. Select whether you want to display hurdles that have been approved (Yes) or not (No). The All option will include both approved and unapproved hurdles.

Override. Select whether you want to display hurdles that have been overridden (Yes) or not (No). The All option includes hurdles that have been overridden as well as those that have not.

Hurdle Recommendations Grid Selection Functions

Search. Select the Search button after you have entered your filter criteria for identifying hurdles you want to change.

View. Select this button to display options for viewing the grid: Columns, Order of Columns, Detached.

Expiry Date Selection. The Expiry LOV provides a number of pre-defined Expiration timeframe dates (i.e. End of the Day or Tomorrow Night) based on the system date, for the hurdles. When the expiry time is selected, the date populates the Hurdles Expiry field. You may also manually override the expiry date in the Hurdles Expiry field for the current hurdle. The options from the Expiry Selection LOV are:

Batch Override. Selecting this button displays the Batch Override screen for global overriding of hurdles for a pre-defined date range. See Using Batch Override below.

Approve All. The Approve all button will approve all the Non-Approved hurdles displayed in the Hurdle Recommendations screen. Users must subsequently select the Apply button to commit the changes to the system.

Detach. Select this button to expand the entire Hurdle Recommendations screen to full-size.

Export to Excel. Select this button to export the current Hurdle Recommendations data into Excel. Please note that your Internet Explorer needs to be modified to allow this process. If your Network Administrator has not made the global change, see the attached document for instructions on how to modify your Internet Explorer for Export to Excel. Click here.

The grid will be imported with all columns and rows after you select the following prompt, if applicable.

Apply. Select this button to apply the individual changes made to the hurdle.

Close. This button closes the Hurdle Recommendations screen. If no changes have been applied, the changes will not be saved.

Hurdle Recommendations Grid

orms_hurdle_recommendations_grid

On the Hurdle grid you can view and approve the recommended and calculated hurdles for the pre-defined date range and the selected Yield Category. You can also manually override the hurdles and their expiry date.

Viewing Remaining Demand

When the information icon orms_ADF11_information_icon is selected for the highlighted hurdle on the Hurdle Recommendations screen for the ORMS Hurdle, the Remaining Demand screen appears. This screen provides more detail on the ORMS Hurdle, such as how much more demand the property can expect per date per Yield Category and configured Hurdle Step. This screen depicts either of the two LOS Optimization parameters selected in Configuration>Miscellaneous:

Negative/minus numbers display in the Remaining Amount column (i.e. -9) when the forecasted Remaining Cancellations on that day are more than the forecasted remaining reservations.

When you are through viewing, select the Close button to close the screen and return to the Hurdle Recommendations screen.

Note: An ORMS report, ORMS Remaining Demand is also available for the property for all Yield Categories at the property.

orms_adf11_home_hurdle_remaining_demand

On this screen, you may select View to select the columns you want displayed. To expand the screen to full-screen, select the Detach button.

Date. The date of arrival when the hurdle is in effect (within the date range specified in the Parameters). The associated hurdle yield category, LOS, and associated hurdle information displays.

Yield Category. Displays the selected yield category associated with the date.

Los. Hurdle Length of Stay.

Hurdle Step Amount. Displays the current hurdle ceiling calculation set by ORMS.

Remaining. The number of rooms remaining that are forecasted to sell for this yield category.

Using Batch Override

This screen gives you the option to globally override hurdles, Overbookings, and OOO Ceilings for a pre-defined date range. Enter your changes and select the Apply button to apply the changes.

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See Also