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Using Plan Details - Workflow Tab

The Workflow Tab of Plan Details displays all projects associated with this plan. Users can view past and current projects launched for a particular plan and view each project's status in a grid. Projects and Distributions are separated into their own tabs. Users can also create or "launch" Projects and Distributions from the Workflow tab.

 

Tier Availability:  Essential, Premium, Business

Security Rights Required: Add/Edit Project

 

In both the Projects and Distributions subtabs, users can select to view Projects for a certain period, rearrange column headers as well as group and sort project data. This allows users to customize their view of the Workflow tab. If users leave the Workflow tab or close out of PensionPro, their settings will be reset.

 

Menu:

 

Viewing the Workflow Grid

Security Rights Required: None

 

Show for Last Dropdown

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 and select a period to display Projects for.  

The default setting can be adjusted for the firm by going to Maintenance > Preference > PensionPro > General tab, click on the Edit button, choose the time in the Retrieval Time Span, and save. 

Rearrange Column Headers

Users can rearrange column headers on the Projects and Distribution subtabs to display Project information in the order they prefer. To rearrange column headers, click and drag a column header to the desired location on the grid. The only column that cannot be reordered is the Status column header.

Sorting Column Header Data 

Users can sort column header data by clicking on the column header. The header results can be displayed in ascending or descending order. Users can reset sorting by clicking the Broom button located in the top right-hand corner of the grid.

Grouping Column Headers

To group column headers, click on the Toggle Grouping button located in the top right-hand corner of the grid. Next, click and drag a column header into the grey bar that appears above the column headers. Users can expand and collapse the grouped column data by clicking the grouped data rows. Users can remove grouping by clicking the Toggle Grouping button located in the top right-hand corner of the grid.

Filtering

Users can filter data in the Workflow grids by clicking on the Filter button to the right of each column header. The only column header that cannot be filtered is the Status column. To Filter:

  1. Click the Filter button on the column header.
  2. Select the specific entry or entries for the filter (all items not selected will be hidden from view). When complete, click the Filter button.
  3. Additional filtering options are below the Select All box. For example, items can begin to be filtered with items that begin with, end with or contain a certain string of characters. There are two sets of these additional filters. When complete, click the Filter button.

Remove the filters from the Dashboard at any time by clicking the Broom button located above the top right corner of the dashboard.  Clicking the Broom button will reset the Dashboard to the default view.

 

Projects Tab

Security Rights Required: Add/Edit Project

The Projects tab displays all Projects associated with the plan. Users can double-click on a Project record to open the project to the Task Groupings grid of the Project. This allows the user to double-click a Task Grouping view and further double-click Task and Task Item information. Users can also click the Summary tab on the Task Groupings grid to view Project Summary information. 

To Add (Launch) a New Project:

  1. From the Plan Details screen, click on the Workflow tab.
  2. Click on the Add button.
  3. Complete the information in the slider menu.
    • 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. For more information on creating short plan year projects, please review Creating A Short Plan Year End.
    • The plan must have all employee plan roles assigned as referenced in the Project Template being used to create the new Project.
  4. Click on the Save button or the Save & Open button to complete the process.

 

Distributions Tab

Security Rights Required: Add/Edit Project

The distribution tab displays all distribution projects associated with this plan. Users can double-click on a Distribution record to open the Distribution Project to the Task Groupings grid of the Distribution. This allows the user to double-click a Task Grouping view and further double-click Task and Task Item information. Users can also click the Summary tab on the Task Groupings grid to view Distribution Summary information.

Distribution Projects also have a Distribution Documents tab that appears to find documents posted for the Distribution Project. The Distribution tab can also be clicked to find Distribution Information, Vesting, and 1099 data available for the particular Distribution Project.

To Add (Launch) a New Distribution:

Distributions must first be enabled on the Plan Details> Home tab for Distributions to be added on the Distributions grid.

  1. From the Plan Details screen, click on the Workflow tab.
  2. Click on the Distributions subtab to the left of the grid.
  3. Click on the Add button.
  4. Complete the information in the slider menu.
    • Distribution Reason, First Name, Last Name, and SSN are required fields 
    • The plan must have all employee plan roles assigned as referenced in the Distribution Project Template being used to create the new Project.
  5. Click on the Save button or the Save & Open button to complete the process.

For more information about Distributions, please refer to Using Distributions.

 

 

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