Module 5: Projects, Distributions, and Event Management

Users on the Business Tier have access to the Projects, Distributions, and Event Management features of PensionPro. This article serves as a roadmap to finding additional information on how to utilize these features. Additionally, users can refresh on basic system functions in Module 3: Basic System Features.

Tier Availability: Business

Add-On Availability: Distributions

Below is a grid that displays the Business features and what data is required to use them. Should users need to import additional data, Module 2: Data Conversion has that information.

For more information, please click the links below:

• Building Project Templates
• Launching Project Templates
• Using Distributions
• Creating Event Configurations
• Adding Events and Suggested Events
• Using the Events Drilldown Feature
• Event Management Business Intelligence