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Using Plan Details - Workflow Tab

The Workflow Tab of Plan Details displays all projects associated with this plan. 

 

Tier Availability:  Essential, Premium, Business

Security Rights Required: Add/Edit Project, Maintenance

 

Projects Tab

To Add (Launch) a new Project:

  1. Search for the Plan
  2. Double click on the Plan 
  3. Click on the Workflow tab
  4. Click on the Add button
  5. Complete the information in the slider menu
  6. If this is an annual project with a different period end from the plan year end, you will be prompted to identify this as a short plan year.  The system will update the plan year end for the project automatically when it is saved.
  7. Click on the Save button or the Save & Open button to complete the process

The number of Projects that show in the grid are controlled by the selection in the Show for Last dropdown. To view more projects click on the Show for Last dropdown.  The default setting can be adjusted for the firm by going to Maintenance\Preference\PensionPro\General, click on the edit button, choose the time in the Retrieval Time Span, and save. 

 

Distributions Tab

The distribution tab displays all distribution projects associated with this plan. 

To Add a distribution:

  1. Search for the Plan
  2. Double click on the Plan 
  3. Click on the Workflow tab
  4. Click on the Distributions tab on the left
  5. Click on the Add button
  6. Complete the information in the slider menu
  7. Click on the Save button or the Save & Open button to complete the process

The number of Projects that show in the grid are controlled by the selection in the Show for Last dropdown. To view more projects click on the Show for Last dropdown.  The default setting can be adjusted for the firm by going to Maintenance\Preference\PensionPro\General, click on the edit button, choose the time in the Retrieval Time Span, and save. 

 

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