PS: Entering Commentary in ProfitPlan

The Hook: Use this workflow to input narrative explanations for financial performance in Weekly or Monthly reports.

Prerequisites:

• Access to the ProfitPlan module.
• The plan page must be open for editing.

The Steps:

1. Navigate to ProfitPlan > Plan Status Detail.
2. Click the Pencil icon next to the report section you wish to edit.
3. Locate the text box for the specific section (e.g., Rooms Revenue Comments).
4. Type your commentary directly into the box.
5. Click the Save icon periodically to prevent timeouts.
6. (Optional) Use Tab to move to the next box.

The Result Validation:

• Success: The text is saved, and the "Last Updated" timestamp refreshes on the Plan Status screen.