Follow

Adding Events and Suggested Events

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 information on how to add and edit Events once Event Configurations have been established.

 

Tier Availability: Business

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

 

In order to launch an Event, the user must create Event Configurations first and link the Event Configuration to Project Tasks. For directions on how to do so, please visit Creating Event Configurations (BETA).

Once that the Event has been configured and linked to Project Tasks, it is time to add an Event. Events can be added via the Events tab of the Event Management tool. The Events tab is divided into Suggested and Events side tabs to the left of the screen. Users can add Events by clicking on the Suggested Events side tab. 

Suggested Events

Suggested Events are created from the Event Configurations. For example, if the user created an ADP configuration, the system will suggest events based on that configuration. 

To Launch a Suggested Event:

  1. Click once to highlight the Suggested Event
  2. Click on the Add button.
  3. Make any changes to the data and click the Save button to create the Event.
  4. The Suggested Event will now appear on the Events Grid when the user clicks on the Events side tab.

If the Event is not listed as a Suggestion, a user can add a new Event from the Events side tab by clicking on the Add button.

 

Adding/Editing/Deleting an Event

To Add an Event:

  1. From the Events tab, click the Add button. An Add New Event pop-up will appear.
  2. Select an Event Configuration from the Event Name dropdown menu.
  3. Enter a Category, Period End and Due Date then click Save.
    • If an applicable Event Category is not available from the dropdown, it can be created as a List Value.

As Events are added, they will appear on the Events side tab within the grid. Users can Sort, Group, Filter like most grids within PensionPro. 

The Events grid also displays counts for Plans, Completed, and Remaining. These counts are based on the Period End of the project and the Event Configurations that dictate the business rules for the Event. Below is a list of the rules that apply to each count so users can verify that the correct plans and Tasks are displayed in the counts.

  • Plans: The count displayed is the number of plans that adhere to the Event Configuration rules for this event. For a plan to be counted here:
    • For All Period Types
      • The Plan Type on the Plan Details screen must be included in the Event Configuration Plan Type selections.
      • The Services Provided for the plan must also be included in the Services Provided section of the Event Configuration. If a plan doesn’t have any services provided, the Event Configuration must include the “Plans without Services Provided” option if the user wants to include the plan in the count.
    • For Annual Period Types
      • Direct match of the Period End to a Plan Cycle Period End.
      • Exclude Plans that have been deactivated after the Period End of the Event.
      • Exclude Plans that have an effective date after the Period End of the Event.
      • The Safe Harbor status on the Plan Cycle for the period listed must be included in the Safe Harbor section of the Event Configuration.
    • For Semi-Annual Period Types
      • Return the plans that have a Plan Cycle period end that matches the given period end +6 months.
      • Exclude Plans that have been deactivated.
      • Exclude Plans that have an effective date after the Period End of the Event.
      • The Safe Harbor status on the Plan Cycle for the period listed must be included in the Safe Harbor section of the Event Configuration.
    • For Quarterly Period Types
      • Return the plans that have a Plan Cycle period end that matches the given period end + 3 months, + 6 months, and + 9 months.
      • Exclude plans that have been deactivated.
      • Exclude plans that have an effective date after the Period End of the Event
      • The Safe Harbor status on the Plan Cycle for the period listed must be included in the Safe Harbor section of the Event Configuration.
  • Complete: This count displays the number of tagged Tasks completed for plans that are linked to the Event Configuration.
    • The Task must be tagged to the Event Configuration and the plan must be included in the Event Configuration to appear in this count.
  • Remaining: The count of the number of Tasks that have not been completed and are linked to the Event Configuration.
    • For a Task to be counted here, the Project with the Event-linked must be launched for the plan for the period outlined in the Event.
    • The plan must also adhere to the Event Configuration rules for Plan Type, Services Provided, and Safe Harbor. 

Users have the ability to drilldown into these counts to view the specific Plans and Tasks that are contained within the counts. To find more information regarding the Drilldown feature, please review Using the Event Drilldown Feature (Beta).

Once all Tasks appear in the Completed count, the user can complete the Event.

Complete an Event:

  1. Click once on the Event to highlight it.
  2. Click on the Edit button.
  3. Enter any applicable notes related to the event in the Notes window.
  4. Enter the Completed Date.
  5. Click Save.
    • To view any completed Events, click in the Show Completed For dropdown and select a period to include in the results.
    • Users can reactivate an Event with the Add/Edit Event security right by removing the Completed On Date of a completed Event.

Edit an Event:

  1. Click once on an Event to highlight it.
  2. Click the Edit button from the Toolbar. An Edit Event pop-up will appear.
  3. Make necessary edits to the Event fields.
  4. Click Save to update the Event.

Delete an Event:

  1. Click once on an Event to highlight it.
  2. Click the Delete button from the Toolbar. 
  3. A pop-up to confirm deletion will appear. Click Delete to confirm.

 

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.
  • Clear Sort - Users can sort by clicking on the field header values. Clicking the Clear Sort button will remove any sorting.
  • 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.

Reporting on Events:

Should users look to get live reporting information on launched Events, they can click on the Business Intelligence tab. To find more information on how to use the Business Intelligence feature, please read Event Management Business Intelligence (Beta).

 

 Feature feedback

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments