PensionPro 2.0 - Getting Started with Early Access

Thanks for taking part in our Early Access program. Included below, please find a list of enhancements available with the release of PensionPro 2.0. Below the list is a recording of the kick-off call with details about the Early Access program.

  • Sleek, new modern web-based interface
  • Ability to access the system using the following browsers: Edge, Chrome, Firefox and Safari
  • Ability to edit and delete individual items in most grids using hover buttons
  • Plan Document Specifications can be edited on a single tag
  • Plan Document Specifications Versions all visible on a grid
  • Sorting, Filtering, Grouping and Pagination Size on most grids
  • Automatic grid setting saving controlled by user preference
  • Faster Search with alphabetized order of silos and new silo for Employees
  • Multiple Distribution Creation Power Tool feature
  • Ability to open multiple Worktrays, Projects, Plans, etc.
  • Drag and drop Files capability on the Add Files dialog
  • Improved Feedback mechanism
  • Consolidated Views to reduce multiple rows of tabs
  • Improved, expandable application menu moved to the side of the app
  • Improved application speed
  • Consistent grid drill down using breadcrumbs
  • Plan Merge Documents ability added to all levels of plan screens
  • Improved ability to add Time Slips
  • More columns displayed for Time dashboard
  • Consolidation of lesser used actions into a More option

To access PensionPro 2.0, visit this URL: Use your regular PensionPro credentials to log in.