Navigating PensionPro

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The Navigation Panel is the center of command for PensionPro. From the Navigation Panel, a user has the ability to add data, access communications, access the maintenance menu, run reports, and use Power Tools. This article outlines each of the functions found in the Navigation Panel.

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

 

Add Data

  • Client: Allows the user to add Clients to the system one at a time. An Add Client pop-up will appear. The user can enter the required information and click Save.
  • Contact: Allows the user to add Contacts to the system one at a time. An Add Contact pop-up will appear. The user can enter the required information and click Save.
  • Distribution: Allows the user to add Distributions to the system one at a time. This is included on the Business tier. An Add Distribution pop-up will appear. The user can enter the required information and click Save. This is only included in the Premium (with Distributions Add-On) and Business Tiers.
  • Employee: Allows the user to add Employees to the system one at a time. An Add Employee pop-up will appear. The user can enter the required information and click Save.
  • Interaction: Allows the user to add Interactions to the system one at a time. An Add Interaction pop-up will appear. The user can enter the required information and click Save. This is only included in the Premium and Business Tiers.
  • Opportunity: Allows the user to add Opportunities 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.
  • Plan: Allows the user to add Plans to the system one at a time. An Add Plan pop-up will appear. The user can enter the required information and click Save.
  • Project: Allows the user to add Projects to the system one at a time. An Add Project pop-up 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.
  • Proposal: 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.
  • Prospect: 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.
  • To-Do: Allows the user to add To-Dos to the system one at a time. An Add To-Do pop-up will appear. 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 the PlanSponsorLink.com 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 Lists grid. Here users can access existing Communications Lists, 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 a new tab. 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. The Secure File Exchange Tooling Site will open in a new tab. Here, Secure File Exchanges can be added and managed. For more information, please review Using Secure File Exchange.

Dashboards

Within the web application, default Dashboard items can be customized by the user. In User Profile > View My Account > Preferences > User Experience, default tabs and their order can be selected at the individual user level. At any time, additional Dashboard tabs can be opened from the Navigation Panel.

  • Events: Selecting Events will bring users to the Event Management tooling site. For more information on Event Management, please visit Using Event Management.
  • My Tasks: Selecting My Tasks will bring users to the default Dashboard view, displaying all active tasks currently assigned to the user.
  • My Projects: Selecting My Projects will bring users to the My Projects dashboard, displaying projects in which the user is the Project Manager.
  • Scoreboard: Selecting Scoreboard will expand the dropdown menu and allow users to access the Proposal Status, Prospect and Revenue Pipeline dashboards. This is only included if the user has the SalesPitch Add-On and Access SalesPitch Security Rights.
  • Time: Selecting Time from the Navigation Panel will bring users to the Your Time Entries grid. Here, users may add new time entries or editing existing time entries.
  • To-Dos: Selecting To-Dos will bring users to the To-Dos grid, displaying all active To-Dos assigned to the user. Here, users may add, edit or delete To-Do items. If the user has the Edit Other To-Dos Security Right, other employees can be selected from the Assigned dropdown, displaying other employees' To-Dos. 
  • Worktrays: Selecting Worktrays from the Navigation Panel will expand a dropdown menu consisting of all Worktrays the user is a member of. Clicking the desired Worktray will open a new tab on the Dashboard where users can view all active tasks within that Worktray. 

Maintenance 

Security Right Required: Maintenance

  • Data Deletion: This brings the user to the Data Deletion Manager 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 Firm Information grid by default. Various Firm/Location information can be accessed or edited by selecting the applicable menu on the left. For more information, please review Using Firms and Locations.

  • List Values: This brings the user to the List Values grid 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 is where Time Codes are created, edited and deleted. To learn more about Time codes, refer to Using Time Tracking.

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.

  • Communications List: Selecting Communications List will bring users to the Communication List Power Tool. This power tool allows users to group together contacts that receive specific communications, and allows users to easily add or delete contacts from a communication list.
  • ftwilliam.com: Selecting ftwilliam.com will open the ftwilliam.com linking power tool. Here, users can link plans and users.
  • Distributions: Selecting Distributions will open the Add Distributions power tool, where users can launch multiple distribution projects.
  • Fetch: Selecting Fetch will launch Fetch in a new browser tab. Here, users can build custom reports tailored to their specific needs. For more on Fetch, review our Using Fetch on the Web article. Please note, Fetch is only available on the Premium and Business tiers, and requires user to have the Access Query Tool security right.
  • Import: Selecting Import will expand the Import menu, where users have the options to import data for Clients/Plans, Contacts, DOL Express Import, Employee Plan Roles, Employer Data, Express Import, ftwilliam.com Express Import, Investment Providers, Notes, Plan Contact Roles, SalesPitch, and Services Provided. 

Reporting

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