Using the Milestones Dashboard

Follow

In PensionPro, Milestones are the high-level events that take place during the Annual Data Collection process. The Milestones dashboard pulls data from the Milestones view of Plan Cycles, displaying these annual plan events by Plan ID and Period. In this way, the Milestones Dashboard provides users with an easy-to-access snapshot of annual 'milestones' for multiple plans across multiple plan years.

 

Tier Availability: Track, Team

 

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

 

Article Contents

 

 

 

Viewing the Milestones Dashboard

 

To open the Milestones Dashboard, navigate to Dashboards > Milestones. The grid on this Dashboard displays the Milestone data for any Plans the user is assigned to as an Employee Plan Role.

 

  • Use the Role menu above the grid to filter entries by a specific Plan Role assignment.
  • Use the Assigned To menu to view the Milestones Dashboard of another Employee. This requires the View Other Dashboards Security Right.

 

 

Customizing the Milestones Dashboard

 

The dashboard can easily be customized to display the fields that are important to the user.

 

To customize displayed fields:

 

  1. Select the Columns option on the right side of the Milestones Dashboard to display the Columns panel.
  2. From the Milestones Dashboard click Columns on the right side of the grid. A Columns panel will appear.
  3. Select the checkbox to the left of the desired column name to add it to the grid; clear it to remove the column. Use the checkbox at the top-left to add or remove all columns at once.

 

Additional options for customizing the Milestones Dashboard:

 

  • To change the column order, drag the column header left or right in the grid. Alternately, in the Columns panel, use the column's handle to drag the column its new position.
  • Grid items can be quickly filtered using the row beneath the column headers or the Filter field above the grid. More granular filtering can be applied via the filter icons in the column headers or the Filters panel on the right.
  • To group entries by a column's values, drag that column to the gray section above the grid.
  • Select a column header to change sorting.

 

 

Editing the dates for the Milestones Dashboard

 

Requires Security Rights: Add/Edit Plan Cycle

 

Editing a Milestone date within the Plan Cycle also updates the Milestones Dashboard. To edit a date:

 

  1. From the Milestones Dashboard, double-click an entry to open it the Milestones view of the corresponding Plan Cycle record.
  2. Select the Editedit.png at the top-right of the grid. The corresponding window displays.
  3. Add or edit the desired date.
  4. Select Save.