Implementing PensionPro
- Module 5: Projects, Distributions, and Event Managment
- Launching Project Templates
- Module 4: System Add-Ons
- Module 3: Basic System Features
- Module 2: Data Conversion
- Overview of Implementation
- Navigating the Basics of Implementation
- Getting Access to PensionPro's Help Center
- Utilizing the Help Menu and Help Center
- Creating/Maintaining PensionPro Preferences
- Maintaining List Values
- New User Training
- Importing Client and Plan Data
- Importing Contact Data
- Importing Employee Plan Roles
- Importing Employer Data
- Using the Express Import Tool
- Importing Investment Provider Data
- Importing Notes
- Importing Plan Contact Roles