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 also displays the recommended overbookings. 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.

Prerequisites

• Ensure that the application setting ORMS>Parameter>ORMS ADF11G is set to Y.
• Ensure that the application setting>GENERAL>Settings>BASE ADF URL has the correct path for the ADF11 Application, for example: http://specialhoteladf:9003.
• Configure yield categories and hurdles in Configuration>Yield Categories.
• Configure booking classes in Configuration>Booking Class.
• Configure hurdle steps in Configuration>Price Configuration.
• Configure overbooking and hurdle thresholds and alerts in Configuration>Alerts and Rules.

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 selecting dates for the displayed data.
• Filters for selecting criteria for analysis.
• Graphs for analyzing data.
• Beneath the graph is a grid that provides a breakdown of the statistics that calculate the graph. You can view the data and override system recommended overbookings.
• When selecting the Edit or Edit All buttons, the Hurdle Recommendation popup window appears where you can view and override hurdle recommendations.
  
  
  

Using the Calendar

The calendar displays four months where you can select which dates you want for data to appear in the graphs and grids. When the dashboard first opens, the first month in the calendar grid is the current month, with the next three subsequent months displayed thereafter. You may select one date, multiple dates, or a date range for the displayed data.

Depending on the active dashboard, various dates are already highlighted as configured:

• Events - The days that are underlined, indicate an event is occurring. When moving the cursor over the date, a popup hint shows the configured Event occurring on that date. These were configured in Configuration>Seasons and Events.

Alerts - If the date is colored, there is a minimum of one alert for this date. Move the mouse over the date to display the pop-up hint describing the alert(s) for the date. The alerts and colors are user definable from Configuration>Alerts and Rules.

Customizing the Four-Month Calendar

If you want to display a different set of four months, click on the (back) << < or (forward) > >> arrows at the top of the selected calendar month. The double arrow moves the calendar back two or forward two months, respectively. The single arrow moves the calendar back or forward one month, respectively. All other calendar months in the grid appear in sequence.

Selecting Dates

Individual Days - To select one day, simply click the one day. For several individual days not in a sequence (i.e. Monday Wednesday, and Friday) use Ctrl and click the separate days.

Same Days of the Week for the Month - To select a specific day of the week for the entire month, for example all Thursdays, simply place the cursor at the top of the day of the week (i.e. T) and click. You can also use Ctrl and select more than one day of the week for the entire month, for example, all Saturdays and Sundays.

Entire Week - To select the entire week, click the pointer for the appropriate week.

Entire Month - To select the entire month, click the arrow at the top of the month.

Detach Calendar

You can also expand the four-month calendar to a full 12-month calendar by selecting the Detach Calendar option. The detached, expanded calendar grid displays 12 months from which you can select dates. By default, the first month in the calendar grid is the current month, with the next 11 subsequent months.

• If you want to display a different set of 12 months, click on the (back) << < or (forward) > >>arrows at the top of the selected calendar month.
• The double arrow moves the calendar back or forward 12 months, respectively.

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.

Filters

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

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

• Occupancy/ADR Forecast - Occ OTB (Occupancy on the Books), Occ Forecasted, ADR OTB (Average Daily Rate On the Books), ADR Forecasted (Average Daily Rate Forecasted), RevPAR OTB (Revenue per Average Room On the Books), and RevPAR Forecasted. This is the default graph when the Home Dashboard first displays.
• Inventory - Overbooking, Available, OOO (Out of Order), and OTB (On the Books). Please note that this selection will only change the Graph, but not the 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. 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).

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 hurdles and overbookings that have been approved (Yes) or not (No) for the selected time period.

Button Functions

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

Graph

• Hover the cursor over statistical points in the graph and a popup message appears with detailed information.
• The axis on the left side indicates the number of rooms.
• The bottom axis displays the selected stay dates from the calendar selection.
• Depending on the graph (Occupancy/ADR Forecast or Inventory), the right axis indicates various numbers.
  • For Occupancy/ADR Forecast, the numbers indicate: Occ OTB (Occupancy on the Books), Occ Forecasted, ADR OTB (Average Daily Rate On the Books), ADR Forecasted (Average Daily Rate Forecasted), RevPAR OTB (Revenue per Average Room On the Books), and RevPAR Forecasted.
  • For the Inventory graph and analysis, the right axis includes numbers for Overbooking, Available, OOO (Out of Order), and the OTB (On the Books). (Please note that Inventory data only displays in the Graph, but not the Grid.)

Grid

Grid Navigation Functions

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.

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 (-).

Current Status on Booking Situation

• Physical Rooms - Total number of physical rooms in the property.
• Out of Order - The number of rooms that are out of order for the selected date and are not available for sale.
• Overbooking - House Overbooking level for the selected date, i.e., how many rooms may be overbooked for the day.
• Total Deduct/Picked Up Rooms - Deductible Room Reservations plus Picked Up Block Room Reservations. This number is based on the number of actual individual and group rooms picked up.
• Available Physical Rooms - Inventory Rooms less Total Deducted (definite) Rooms.

Group Information

• Total Block Rooms - Total number of block rooms in the property.
• Deductible Block Rooms - Number of group rooms in Blocks open for pickup and a status of deduct.
• Non-Deductible Block Rooms - Number of group rooms in Blocks open for pickup and non deducted.
• Block Rooms P/U - Number of block rooms that are open for pickup.
• Forecasted Block Rooms - Number of blocked rooms forecasted to be picked up for that day.

Forecast Figures for the Selected Day

• Forecasted Reserved Rooms - Number of rooms forecasted to be reserved for the selected date(s).
• Forecasted Arrivals Rooms - Number of forecasted arrivals for the selected date(s).
• Forecasted Reservations - Number of forecasted reservations for the selected date(s).
• Forecasted Cancellations - Number of reservation cancellations for the selected date(s).
• Forecasted Overbooking - Number of overbookings for the selected date(s).

Grid Button Functions

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.

Grid Selection Criteria

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:

• End of the Day
• One Full Day
• Tomorrow Night
• Sunday Night
• One Week
• End of the Month
• One Full Month

  Note: The system will automatically set the hurdle amount back to the system generated amount once the expiration date has passed.

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.

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

• OTB. Number of 'on the books' (OTB) rooms reserved for that date.
• Fore. The number of constrained forecasted room reservations for that date.
• Variance. Variance between the current OTB and the Forecast.

Prop OCC (%)

• OTB. The 'on the books' (OTB) percentage of rooms reserved for that date.
• Fore. The constrained forecasted occupancy percentage for the date.
• Variance. Variance between the current OTB and the Forecast.

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

• OTB. The 'on the books' (OTB) Average Daily Rate (ADR) for that date.
• Fore. The forecasted ADR for that date.
• Variance. Variance between the current OTB and the Forecast.

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

• OTB. The 'on the books' (OTB) RevPAR for that day.
• Fore. The forecasted revenue per available room.
• Variance. Variance between the current OTB and the Forecast.

Overbooking

• Rooms. The current house overbooking calculated by ORMS.
• Override. The override overbooking amount can be set here.
• Expiry Date. The approved override overbooking expires for this date. You may manually enter and override the expiration date. The expiry date is populated only for the records where the Override amount is populated and the original Expiry Date was empty.
• Approved. This check box indicates if the overbooking or override overbooking is approved or not. The check is automatically checked after users enter the amount in Override and apply the changes. Please note that if a property has either the a) check box not selected for Enable Application of Hurdles and Overbooking in the Configuration>Alerts and Rules Dashboard or b) if the Overbooking application setting is disabled in Application Function>Rooms Management>Overbooking, this Approved check box will never be checked.

Editing Hurdle Recommendations

The Hurdle Recommendations screen displays when you want to make changes to system recommended hurdles. This screen appears when you highlighted the date and selected 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.

Filters

Enter the criteria for the hurdles you want to override and select the Search button.

Yield Category. Select the yield category from the LOV whose hurdle you want to change. 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. The available options are room types that have been configured for the selected Yield Category.

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.

Approved. Select whether you want to change hurdles that have been approved (Yes) or not (No).

Override. Select whether you want to only display hurdles that have been overridden (Yes) or not (No).

Selection Criteria

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

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

Hurdle 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.

• Date. Date within the selected date range.
• Yield Category. The yield category associated with the date.
• LOS. Hurdle Length of Stay.
• Hurdle in Opera. This column lists the hurdle amount currently active in Opera for the Yield Category, Room Type, LOS, and selected date. When the Hurdle Recommendations screen first opens, the hurdle amounts for the default Reference Room Type of each Yield Category (configured in ORMS>Configuration>Yield Category) displays in the column. If no Reference Room Type is configured in ORMS, the column will be blank.
  • To display the Opera (PMS) hurdle for a specific Room Type (other than the Reference Room Type), select a Yield Category and Room Type from the Filters section and select Search.
• Amount. Hurdle Amount for the LOS and selected date.

  Note: If a specific LOS caused an alert to be triggered, the hurdle amount will be highlighted in the custom color that has been selected when configuring the alert in Configuration>Alerts and Rules.

• Override. This is the field for the overwritten hurdle amount. If you want to override the current amount, enter the new hurdle amount in the field.
• Expiry Date. This is the date when the approved override hurdle rate expires for this date, Yield Category, and LOS. You may manually enter and override the expiration date.

  Note: The system will automatically set the hurdle amount back to the system generated amount once the expiration date has passed.

• Ceiling. Hurdle Ceiling amount. This is the maximum hurdle for the given date/Yield Category and the hurdle rate will never be above this ceiling rate. The Hurdle Ceiling will get set to a lower amount when the demand is low in order to prevent hurdles from increasing dramatically with the decrease of the remaining forecast. It will be set automatically by ORMS and no additional configuration is required.

  Note: If (OOO) is displayed in red next to the Ceiling header, it indicates for this particular date the OOO (out-of-order) rooms are not taken into consideration when calculating the hurdle ceiling. The setup for this can be done through the Batch Override screen, described above.

• Status. The status of the selected Rate/Room Type combination, either OPEN or CLOSE, for all LOS 0- Max. The status of OPEN or CLOSE displays for the:
  • Current - Status of the selected Rate/Room Type combination based on the currently active hurdle in Opera.
  • System - Status of the selected Rate/Room Type combination based on the ORMS generated hurdle rate.
  • User - Status of the selected Rate/Room Type combination based on the overridden hurdle amount by the user.
• Approved. The approved check box indicates if the hurdle amount or override hurdle amount is approved (checked) or not. Please note that if a property does not have the check box selected for Enable Application of Hurdles and Overbooking in the Configuration>Alerts and Rules Dashboard this Approved check box will never be checked and the amounts will not be applied to Opera.

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.

• Range from. Start Date, as to when the following changes need to be applied.
• Range to. End Date, until when the following changes need to be applied.
• Hurdle Override. This is the field that can be used to set the new, override Hurdle Amount.
• Overbooking. The Override Overbooking amount is set here.
• Hurdle Ceiling OOO. When selecting Yes in this LOV, the results will be the OOO rooms not taken into consideration when calculating the hurdle ceiling for the particular date or date range. This might be useful if a hotel has a large number of rooms set to OOO due to refurbishment. That could cause the hurdle rates to move up as the OOO rooms would reduce the number of available physical rooms.
• Expiry List. The LOV provides a number of pre-defined Expiration dates, from which the user can select.
• Expiry Date. The Expiry Date will either display the date as per the selection on the Expiry List or else a specific date can be selected. In that case, the time defaults to the current system time.
• Yield Category. You can define whether the changes should be applied for all yield categories or only a specific one.
• LOS. You can define whether the changes should be applied for all LOS or only a specific one.
• Day of Week Pattern. With these DOW check boxes, you can define for which day of the week this override applies.

See Also

• Alerts and Events