PensionPro 2.0 - Project Template Overview

Project Templates are used to create projects for your plans. The first step to adding a project is creating a project template to be used to define it. The system will copy this template to create a project for your plan(s). Templates are the blueprints of projects that are created and edited by the user. Projects are what finished templates become once they are launched against a plan.

Tier Availability: Essential, Premium, Business

Security Rights Needed: Maintenance


Template: A project template is a blueprint of the steps to be followed when completing any process for your firm. For example, you could create an Annual Administration Template to blueprint the steps you would like followed every time administration is done, and it would be used to create projects for your plans.

Templates can be set up for various frequencies; daily, weekly, bi-weekly, semi-monthly, monthly, quarterly, annually, and even non-recurring. They also have scheduled start dates and external deadlines. 

Project: A project is what a template becomes once it is added, or launched against a plan. In the add process, the creator chooses a plan and a template and launches the activity to the dashboard in the form of a project. Once launched, projects are not editable. 

Template Hierarchy: Templates are organized into four levels. To open a Template, double-click a Template Name from the Project Templates grid. Once the Template is open, select the Workflow menu on the left. By default, the Task Groupings level will open. Users can navigate to different Project Levels by double-clicking a Task Grouping, which will display all Tasks within the selected Task Grouping. To view the Task Items within a specific Task, double-click the Task Name. To return to a higher level, select the desired level from the breadcrumb text displayed above the grid. 


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