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PensionPro 2.0 - Using the Dashboard

Dashboards are each user’s “home” in PensionPro, where a user can see various information related to the firms’ plans and projects. Dashboard tabs will vary from tier to tier. Here, users can use these dashboards to view Tasks, To-Dos, Milestones, Worktrays, Time, and more. The default landing page in PensionPro is the My Tasks dashboard; however, other dashboard tabs may be accessed by clicking Dashboards on the navigation panel, and then selecting the appropriate tab the user wishes to access.

Software Required: Core, Essential, Premium, Track, Team, Business
Security Rights Required: N/A

  Note: Some items may not be available in all tiers.

  Note: Tabs and fields will vary depending on the tier the user is on.

Menu:

  • Organizing Dashboards
  • Dashboard Availability

The Dashboard will display information related to the progress of projects launched in PensionPro. Information relayed in the dashboard tabs can be sorted, grouped, or filtered as desired. If a user has the View Other Dashboards security right, they can select to view other employee’s dashboards. 

 

Organizing Dashboards 

Users have quite a bit of flexibility regarding how they can view their dashboards. They can choose to sort, filter, group or reorder the information in many of their dashboards. Please note that changes to sorting, filters, groups, and reordered columns is not permanent and will return to defaults after the user closes out of PensionPro unless Remember My Grid Preferences is set to Yes. 

Sort – To sort on a dashboard, simply click a column header to sort by that column. 

Filter – To filter a column header, click the filter icon and enter information to filter by and click Filter

Group – Click and drag a column header to the banner above the grid to group by that column. 

Reorder – To reorder column headers, click and drag a column header to the desired location.

Users have the option to save their dashboard preferences so that even after logging out, the sort, filter, group and order of the dashboard stays the same. Users can also control the display density for Dashboard grids throughout the system, displaying more or less rows per page, as well as what default Dashboards are pinned to the homepage.

  • To Save the Dashboard Preferences:
    1. Click the User Profile icon.
    2. Click View My Account.
    3. Click Preferences to expand the menu and select User Experience.
    4. Click the Edit icon next to Remember My Grid Preferences and from the Value dropdown menu, select Yes.
    5. Click Save.
  • To Edit the Grid Display Density:
    1. Click the User Profile icon.
    2. Click View My Account.
    3. Click Preferences to expand the menu and select User Experience
    4. Click the Edit icon next to Grid Display Density and from the Value dropdown menu, select Regular (less rows with more spacing) or Compact (more rows with less spacing).
    5. Click Save.
  • To Edit the Default Pinned Tabs:
    1. Click the User Profile icon.
    2. Click View My Account.
    3. Click Preferences to expand the menu and select User Experience
    4. Click the Edit icon next to Default Tabs and make the applicable changes to the user's desired view.
    5. Click Save.

 

Dashboard Availability

  • My Tasks (Essential, Premium, and Business): This dashboard displays project tasks assigned to the employee.  If the user has the Management security right , they may also view other employee's My Task lists or all tasks for all employees by making the selection on the dropdown list to the right of the Employee dropdown. To open a task on the dashboard, double-click on it.
  • To-Dos (Core, Essential, Team, Premium, and Business): This dashboard displays To-Dos assigned to the employee. To-Dos are supplementary tasks or reminders that can be used to track other tasks that need to be completed but are not part of a project. The user may also view other employee's To-Do lists or all To-Dos for all employees by making the selection in the Assigned dropdown.
    • To add a To-do:  
      1. From the Navigation Panel, click Dashboards > To-Dos.
      2. Click the Add icon in the upper right corner of the grid. 
      3. Fill in the appropriate information. A title is the only required entry.  
      4. Click Save. 
    • To Open a To-Do: 
      1. From the To-Dos dashboard, double-click the To-Do. 
    • To Edit a To-Do: 
      1. From the To-Dos dashboard, double-click the To-Do. 
      2. Click the Edit icon to the right of the To-Do to be edited. 
      3. Make desired edits and click Save.
  • Milestones (Track and Team): The Milestones dashboard displays information related to the status of Milestones found in the Plan Cycles menu of Plans, displaying these annual plan events by Plan ID and Period. For more information on interacting with Milestones, visit Using the Milestones Dashboard.
  • Worktrays (Premium and Business): This dashboard displays all tasks that have been assigned to a team(s). The user will only have access to the Team Worktrays for the team(s) they are a member of. Each team or all teams are options on the dropdown. 
    1. Team Members can only assign tasks to themselves.
    2. Team Leaders can assign tasks to any member of the team. 
    3. A task must be assigned to be completed. For more information, visit Using Worktrays.
  •  To Reassign Tasks in a Worktray: 
    1. Single-click on the task and click the More icon > Reassign Tasks
    2. Select the name of the team member to assign the task(s) and click Save.  
    3. The task will then appear assigned in the Worktray task grid and on the employee's My Task grid.

 

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