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Using Event Management

The PensionPro Event Management tool helps firms track the events that drive the deadlines for Plans. Here users can create, monitor and control a standard set of events that are tied to Project Tasks in PensionPro. This article provides an overview of how Event Management works and how users can get started.

 

Tier Availability: Business

Security Rights Required: Add/Edit Event, Add/Edit Event Configurations, View Events

The process to get started is simple and consists of five steps. First, the user should add and verify their security rights. Second, the user will need to click on the Launch Event Management button located on the My Tasks or Worktrays tab on the Dashboard. Third, the user will need to establish an Event Configuration. Fourth, for existing projects, the use should tag Tasks in projects with an Event Configuration. Finally, the user can create an Event either manually from the Events tab or by choosing a Suggested Event.

 

Verifying Security Rights

Users should confirm that the appropriate employees have the required security rights. Please refer to the Security Rights article for more information on how to add rights. After any rights are added, the user should refresh security by clicking Application > Refresh Security.

 

Creating an Event Category

Now that the correct rights have been assigned, the user may want to create an Event Category to help identify Events for reporting purposes. For more information on List Values please refer to Maintaining List Values. To add an Event Category: 

  1. From the Application Menu, click on Maintenance > List Values.
  2. Select the Project sub-tab on the left.
  3. In the List Type dropdown, choose Event Category.
  4. Click on the Add button.
  5. In the slider menu enter the Event Category in the Display Name, add a description and confirm the List Value is marked as Active.
  6. Click Save.

 

Launching Event Management

Now, from the My Tasks or Worktrays dashboard, click on the Launch Event Management button to access the Event Management dashboard. The tool will open in the user's default web browser.

 

Configuring an Event

Once the dashboard is open, the user should configure an Event. For information on how to configure an Event, please refer to Creating Event Configurations

 

Linking the Event Configuration

Now that the Event is configured, users should now link the Event to projects. This can be done on already launched projects or in project templates.

  • Linking the Event to a launched project using the Task Field Update Power Tool.
  • Linking the Event to a launched project manually:
    1. Search for the Plan.
    2. Double-click on the Plan Name.
    3. Click on the Workflow tab.
    4. Double-click on the Project.
    5. Double-click on the Task Grouping.
    6. Double-click on the Task.
    7. Click on the Summary tab.
    8. Click on the Edit button.
    9. Select an Event in the Event dropdown.
    10. Click Save.
  •  Linking the Event to a project template in PensionPro:
    1. Click on Maintenance > Templates.
    2. Double click on the Project Template.
    3. Double click on the Task Grouping.
    4. At the Task level click on the Edit button.
    5. Select an Event in the Event dropdown.
    6. Click Save.

 

Using the Event Menu

Now that the Event has been configured and linked to projects, it is time to add an Event. 

To add an Event, please refer to Adding Events and Suggested Events (Beta).

Once users launch their Events. They can verify the specific Plan and Project Task counts tracked within the Event by using the Event Drilldown Feature.

 

Buttons on the Dashboard:

Users have a significant amount of control regarding how to display events on the Events grid. Below are a list buttons from the Event Toolbar and their descriptions. 

  • Export To Excel - Allows the user to create an excel file from the data contained within the grid. 
  • Group - Users can click the Group button and drag and drop a field header into the row above to group results by that field.
  • Filter - Allows the user to filter by certain column header values.
  • Sort - Users can sort by field header values.
  • Refresh - Users can refresh results to get the latest Event information.
  • Delete - Deletes the Event from the grid.
  • Edit - Allows the user to make changes to an Event.
  • Add - Allows the user to create a new Event.
  • View Event Report - Opens a new browser window and displays a report with details about the Tasks linked to the Event. Users can view Event Due Dates, Current vs Past Due Tasks, Open Tasks by Employee, Time By Employee, and the burndown of the Event to a specified date.
  • Show Completed For - Displays a certain period of completed events on the Dashboard. Users can choose to select Never, 3, 6 or 12 Months.

  

 

Business Intelligence

The Business Intelligence tab is where users can get real-time reporting information regarding their Events.

 

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