Application Menu Overview

Follow

The Application Menu is the center of command for PensionPro. From the Application menu, a user has the ability to refresh their system's security, access account information, add data, access communications, run reports, use the Power Tool, as well as maintenance and help functionality. This article outlines each of the functions of the Application Menu.

Tier Availability: Track, Core, Essential, Premium, Team, Business 

 

Application Menu

  • Account: Allows the user to manage their username, create a Helpdesk account, rest or update their password, as well as add a personal signature that can be used as a Merge Field when using Blast Email.
  • Refresh Security: Allows the user to refresh PensionPro system security if security rights have been added or changes have been made. The system will automatically refresh every 30 seconds, this is just a tool to mandate the refresh when necessary. 
  • Exit: Allows the user to exit PensionPro.

 

Data Menu

  • Contacts: Allows the user to add Contacts to the system one at a time. An Add Contact slider will appear with required fields at the bottom. The user can enter the required information and click Save.
  • Employees: Allows the user to add Employees to the system one at a time. An Add Employee slider will appear with required fields at the bottom. The user can enter the required information and click Save.
  • Clients: Allows the user to add Clients to the system one at a time. An Add Client slider will appear with required fields at the bottom. The user can enter the required information and click Save.
  • Plans: Allows the user to add Plans to the system one at a time. An Add Plan slider will appear with required fields at the bottom. The user can enter the required information and click Save.
  • Projects: Allows the user to add Projects to the system one at a time. An Add Plan slider will appear with required fields at the bottom. The user can enter the required information and click Save. This is only included in the Essential, Premium and Business Tiers.
  • Distributions: Allows the user to add Distributions to the system one at a time. This is included on the Business tier. An Add Distribution slider will appear with required fields at the bottom. The user can enter the required information and click Save. This is only included in the Premium (with Distributions Add-On) and Business Tiers.
  • Proposals: Allows the user to add Proposals to the system one at a time. This requires the SalesPitch Add-On. An Add Proposals slider will appear with required fields at the bottom. The user can enter the required information and click Save. This is only included if the user has the SalesPitch Add-On and Access SalesPitch Security Rights.
  • Prospects: Allows the user to add Prospects to the system one at a time. This requires the SalesPitch Add-On. An Add Prospect slider will appear with required fields at the bottom. The user can enter the required information and click Save.
  • Interactions: Allows the user to add Interactions to the system one at a time. An Add Interaction slider will appear with required fields at the bottom. The user can enter the required information and click Save. This is only included in the Premium and Business Tiers.
  • To-Dos: Allows the user to add To-Dos to the system one at a time. An Add To-Do slider will appear with required fields at the bottom. The user can enter the required information and click Save. This is not included in the Track Tier.

 

Communications

  • Blast Email: Requires the Blast Email Security Right. This will bring the user to the Blast Email Templates grid. Here users can add, edit, copy, as well as delete Blast Email Templates. For more information, please review Blast Email Overview.
  • Bulletins: This will bring the user to Bulletins Grid where users can create and organize bulletins to appear on their PlanSponsorLink.com site for contacts to view. This requires the PlanSponsorLink Add-On. For more information on bulletins, please review Maintaining Bulletins on PlanSponsorLink.
  • Communication Lists: This will bring the user to the Communications List grid. Here users can access existing Communications List, as well as add and delete Communications Lists. For more information, please review Organizing Communication Lists.
  • Merge Documents: This will bring the user to the Merge Documents Template Editor page. The Template Editor will open in the user's default browser. For more information on Merge Documents, please review Creating Merge Documents.
  • Secure File Exchange: This will bring the user out to the Secure File Exchange Tooling site in the user's default browser. Here, Secure File Exchanges can be added and managed. For more information, please review Using Secure File Exchange.

 

Reports

  • The Reports menu allows access to all available Reports in PensionPro. For more information about Reports and their uses, review our Navigating Reports article.

 

Power Tools 

Security Right Required: Access Power Tools

  • The Power Tools menu allows access to all available Power Tools in PensionPro. For more information about Power Tools and their uses, review our Using Power Tools article.

 

Maintenance 

Security Right Required: Maintenance

  • Data Deletion: This brings the user to the Data Deletion tab where items marked for deletion can be permanently deleted. For more information, please review Deleting Projects, Distributions, Contacts, Plans and Clients.

  • E-Signature Templates: This is where users create and edit E-Signature templates to be used when transmitting documents to contacts for signature via DocuSign. For more information, please refer to DocuSign Integration.

  • Firms/Locations: This brings the user to the Location Names grid where locations can be added and edited. With the PlanSponsorLink Add-On, users can manage their PSL link and firm logo here. For more information, please review Using Firms and Locations.

  • List Values: This brings the user to the List Values tab where they can customize certain fields to fit the company’s needs. Keep in mind that many of the List Values in the system need to be set up prior to importing data in order for the import to complete. If specific List Values are not created and marked as active, the system will have nothing to match the imported data to. Note that tabs and fields will depend on what tier the user is on. To learn more about List Values, refer to our Maintaining List Values article.

  • Preferences: This allows the user to establish basic system preferences that are routinely used in the PensionPro system. Note that any changes made will affect the system globally. To learn more about managing PensionPro preferences, refer to our Creating/Maintaining PensionPro Preferences article.
  • Team Information: This is where Worktrays are created, edited and deleted. This is also where users can add Team Members to said Worktrays. To learn more about Worktrays, refer to our Creating a Worktray article.
  • Templates: This is where Templates can be accessed as well as created. To learn more about Project Templates, refer to our Building Project Templates article.
  • Time Codes: This allows users to create the Time Codes that are used to track time in the system. To learn more about Time Codes and Time Tracking, refer to our Using Time Tracking article.

 

Help

  • Help: This will bring users to the Help Center where they can open tickets to our Support Team as well as access the Community page. This will also bring users to the Help Center where they can look up necessary articles for further information on PensionPro's system features. To access the PensionPro Help Center, a user must first be granted access in PensionPro. 
  • Give Feedback: This opens to a browser where users can provide feedback about PensionPro in the designated survey. 
  • Try the Early Access: PensionPro publishes enhancements, fixes, and tweaks to a Early Access version for testing and user approval prior to a release. Users are encouraged to download the Early Access version of the software and gain access to enhancements and fixes prior to a full release. By selecting this, users will be brought to a browser where they can directly install PensionPro Early Access. Users on the Early Access version of PensionPro will not see this selection.
  • Account Maintenance: This opens to the Account Maintenance screen where users can change their billing and payment information with PensionPro, upgrade their product tier, or add new product add-ons. This feature requires the Account Maintenance Security right. For more information, please review Updating Account Maintenance.
  • About: This opens a pop-up listing which tier, version number, and any Add-Ons the user has.