ftwilliam.com Navigation Assistance

The ftwilliam.com Navigation Assistance feature offers fast and convenient access to information in ftwilliam.com. When enabled, additional menu options are made readily available from the Clients, Plans, Projects, and Plan Cycles tabs. These options instantly take the user to the corresponding pages in ftwilliam.com. This article covers activating and using ftwilliam.com Navigation Assistance within PensionPro.

Tier Availability: Team, Business

Article Contents

• Getting Started
  • Adding an ftwilliam.com Username
  • Other Prerequisites
• Using Navigation Assistance
• Frequently Asked Questions

Getting Started

Before the ftwilliam.com Navigation Assistance can be enabled, the connection between PensionPro and ftwilliam.com will need to be properly established via an ftwilliam.com API key. Additionally, an SSO Source Reference will need to be specified. If these tasks have not yet been completed, refer to the article ftwilliam.com Integration - Setup & Preferences.

Adding an ftwilliam.com Username

Security Rights Required: Add/Edit Employee

Any user wishing to utilize Navigation Assistance must also have their ftwilliam.com username added to their PensionPro Employee Information, as follows:

1. Use the Search bar to find and open the Employee tab for the employee who wishes to use Navigation Assistance.
2. In the General view, select Edit
3. In the Edit Employee popup window, enter the ftwilliam.com username in the ftwilliam.com Single Sign On Username field.
4. Select Save.

Other Prerequisites

After the connection to ftwilliam.com has been established and verified and the username has been added to the Employee tab, the following conditions must also be met before Navigation Assistance can be utilized:

• Ensure the Enable ftwilliam.com Navigation Assistance setting is set to Yes. This setting can be found under Maintenance > Preferences > Integrations > ftwilliam.com.
• Within ftwilliam.com, ensure that Enable Standard User SSO is selected on the Account Profile page.
• Link any desired Clients and Plans. Refer to the article ftwilliam.com - Creating and Linking Records from PensionPro.

Using Navigation Assistance

The ftwilliam.com Navigation Assistance functionality can be used to quickly access ftwilliam.com from any of the following PensionPro tabs:

• Client
• Plan
• Project
• Plan Cycle

To do so, simply select More located in the tab header at the top-right. If the Client and Plan are correctly linked to their ftwilliam.com counterparts, this menu will contain entries reading View _____ on ftwilliam.com, with each entry linking to a specified area of the ftwilliam.com application.

Important: In many places within PensionPro, two instances of the More icon are present in the top-right of the page, one above the other. This article specifically refers to the upper icon, located next to the Help icon in the header where the name of the record is found.

Client Tab Links

Plan Tab Links

Project Tab Links

Plan Cycle Tab Links

Frequently Asked Questions

• When I try to use Navigation Assistance from the Web app, I get an "Invalid resource request" error message. I never received this error on the Desktop. Why?
  The requirements for enabling Navigation Assistance changed in PensionPro 2.0. Previously, the page that a Navigation Assistance link would take a user to depended on whether or not the user was already signed into ftwilliam.com. Now, Navigation Assistance links will always automatically sign a user in to ftwilliam.com. However, this functionality requires a user's ftwilliam.com username to be added to their Employee tab, along with some other configurations. Refer to the Getting Started section of this article for details.
  
  
• The Navigation Assistance link is not taking me to the correct page in ftwilliam.com.
  This commonly happens when the correct page does not exist. For example, the 5500 option cannot open the 5500 page in FTW if no 5500 has been set up for the combination of Plan and Period year. In this case, the Edit Plan page will be shown instead.