Using the Dashboard

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Dashboards represent a user’s "home page" in PensionPro, where a user can see various information related to the firm's Plans and Projects. Different Dashboards as used 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 selecting Dashboards from the Navigation Panel on the left, then selecting the desired Dashboard.

 

Tier Availability: Track, Team, Business

 

Note: Some items may not be available in all tiers. Tabs and fields may vary based on tier.

 

Table of Contents

 

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. 

 

 

Dashboard Availability

 

All Dashboards can be accessed via the Dashboards menu in the Navigation Panel.

 

  • Events (Business): This dashboard opens Event Management, where Events can be tracked across tagged projects. For more information, visit Event Management.
  • 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.
  • My Tasks (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.
  • My Projects (Business): This dashboard displays tasks currently active for any project for which the employee is set as the Project Manager, regardless of who the task is assigned to.
  • Scoreboard (SalesPitch): The SalesPitch add-on includes a number of Scoreboards to track prospects and proposals. For more information, visit Using the Scoreboard.
  • Time (Team, Business): This dashboard allows the employee to enter and review time slips. For more information, visit Recording & Tracking Time.
  • To-Dos (Team 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.
  • Worktrays (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.

 

 

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 select a column header to sort by that column. 

Filter – To filter a column header, select 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.

 

 

Exporting a Dashboard

 

The contents of a Dashboard can be easily exported to a spreadsheet workbook. It is also possible to export only the data displayed in a filtered Dashboard view.

 

Note: Exporting is currently only available for the following Dashboards: My Tasks, My Projects, Event Management, Scoreboard, Worktrays

Note: Column groupings do not persist through export.

 

To Export a Dashboard:

  1. Select Moremore_options.png at the upper-right of the Dashboard grid.
  2. Select either Export or Export All.
  • Export will create a file containing only the displayed (filtered) items.
  • Export All will create a file containing all items, irrespective of filtering.

The exported workbook will begin downloading. The filename will be the name of the Dashboard that was exported.

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