This feature allows the user to place a plan on hold and indicate the reason. While the plan is on hold, a pop-up warning will display indicating the plan is on hold and the reason for the hold. Additionally, some of PensionPro's reports will highlight plans that are on hold to visually distinguish them.
Tier Availability: Team, Business
Security Rights Required: Add/Edit Plan
Note: Some items may not be available in all tiers.
The pop-up warning mentioned above will appear if the user:
- Opens a Project Task within one of the projects linked to the plan.
- Opens a Project Task from the Worktrays Dashboard.
- Opens the plan itself (e.g. from the Search function).
- Opens a Project, Distribution, or Plan Cycle associated with the Plan
- Opens a Client for whom at least one Plan is on hold
- This requires the Show On Hold Dialog On Client general preference to be Yes
To Put a Plan On Hold
- Enter the Plan Name in the Search bar.
- Select the Plan Name from the Plans section in the Search Results.
- Click the Edit icon. An Edit General Plan Information pop-up will appear.
- Select the On Hold checkbox.
- Select a reason from the On Hold Reason dropdown.
- If the On Hold Reason is not listed in the dropdown, then one can be created by selecting Add New On Hold Reason in the dropdown.
- This is a customizable list value, which would require the User to have Maintenance Rights within PensionPro.
- Click Save.