PEXA Planner
PEXA Planner is an application that is designed to assist larger organisations in the bulk management of Workspaces that are settling and are not yet in Ready/Ready status. It uses dashboards to provide greater visibility on upcoming settlements to allow you to quickly assess what actions you must complete in order to move the settlement to Ready/Ready status.
If you would like to gain access to PEXA Planner, please contact: plannerinfo@pexa.com.au
Key Benefits
Below are some key features of PEXA Planner:
Continuously updated data
The close to real-time (5 min refresh intervals) tracking and management of Workspaces enables you to prepare for high-volume periods and manage workload and resources efficiency.
Filtering tools
The ability to filter large volumes of Workspaces provides a powerful and flexible way to monitor and track Workspaces. Applying filters let you control which Workspaces are displayed allowing you to view the workspaces that are relevant to your operations team. The filters also provide information that will assist with prioritisation (eg. Total funds required has been completed).
Intuitive design
The dashboards are designed with simplicity in mind to offer you a better user experience. Spend less time learning how to navigate around PEXA Planner and more time focusing on the actions required for each workspace. You can view upcoming settlements at a high-level glance or drill down to view the details of Workspaces and any outstanding tasks.
Seamless integration
Integrated with PEXA Exchange, PEXA Planner is designed for team members & team leaders who deal with large volumes of settlements. Through Single-Sign-On you can seamlessly and securely navigate between PEXA Planner and PEXA Exchange to efficiently action outstanding tasks.
Logging in to PEXA Planner
- Go to https://planner.pexa.com.au/.
- Log in with your PEXA account.
Once you're logged in, by default you’ll land on the Daily Settlements dashboard. From here, you can start managing your Workspaces.
PEXA Planner dashboards
PEXA Planner is comprised of multiple dashboards that show information with different business objectives. All dashboards offer up to date statuses of Workspaces and let you drill-down to view the detail and navigate into PEXA to action tasks where required.
- Daily Settlements
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The Daily Settlements dashboard provides up-to-date, interactive overview of Workspaces that are settling today and within the next five days, that are not yet in a Ready/Ready status. It also shows what actions are required from you to move this Workspace to a Ready/Ready status.
Designed for the settlement operational team to handle large volumes of Workspaces on a day-to-day basis, this dashboard allows users to manage Workspaces that are settling today and within the next five days. Each Workspace shows the actions required to be completed by the organisation to move the Workspace to a Ready/Ready status.
On this dashboard you can:
- Prioritise Workspaces that are not yet Ready/Ready and are settling today and within the next five days.
- Apply filters (on the right-hand side) to only display Workspaces that are relevant for your team.
- Apply filters (on the right-hand side) to assist with prioritisation of Workspaces that require action.
- Drill down into the detailed view of Workspaces based on settlement time slots or outstanding tasks.
- Daily Settlements Detail
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The Daily Settlements Detail dashboard displays details of each of the settlements and the actions following the application of the filters in a list view.
On this dashboard you can:
- Action tasks by clicking on any row to deep-link directly into the selected Workspace in PEXA Exchange.
- Apply filters (on the right-hand side) to assist with prioritisation of Workspaces that require action.
- Pipeline
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The Pipeline dashboard displays two overviews of upcoming settlements, an overview for all active Workspaces and an overview for the next 30 days. This dashboard is designed to be used by a team manager to manage resources, such as the allocation of the correct number of resources per team for upcoming period.
On this dashboard you can:
- View the number of Workspaces settling over the coming weeks to assist with resource management.
- Drill down to view the details of Workspaces filtered by settlement by date intervals or by acceptance status.
- Apply filters (on the right-hand side) to provide transparency to assist with resource management.
- Time Slot Planner
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The Time Slot Planner dashboard shows a summary of the settlement date and times for Workspaces settling for the next 30 days. It is designed to be used in conjunction with accepting settlement date and time in a Workspace to better manage capacity for each settlement time slot.
On this dashboard you can:
- View a summary of the settlement date and times for Workspaces settling in the next 30 days.
- Quickly assess peak volume periods so you can understand when the capacity for each upcoming settlement window has been reached and take appropriate actions as necessary.
- Apply filters (on the right-hand side) to provide transparency to assist with capacity management.
- Pipeline Detail
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Pipeline Detail
The Pipeline Detail dashboard displays details of each of the settlements following the application of the filters in a list view from the Pipeline and Time Slot Planner dashboards.
On this dashboard you can:
- Action tasks by clicking on any row to deep-link directly into the selected Workspace in PEXA Exchange.
- Apply filters (on the right-hand side) to assist with prioritisation of Workspaces that require action.
- Outstanding Invitation
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The Outstanding Invitation dashboard provides an overview of all outstanding invitations that require a response from your organisation. The dashboard provides a high-level overview of the outstanding invitations and a matrix with the details as to when the invitations were sent vs the settlement date. This dashboard is designed to be used to assist with managing accepting invitations.
On this dashboard you can:
- View outstanding invitations to determine which invitations are outside of the PEXA guidelines.
- Helps you prioritise invitation acceptance including transparency into those settling in the next 10 days.
- The filters (on the right-hand side) provide transparency into the breakdown of invitations by the selected criteria.
- Outstanding Invitations Detail
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The Outstanding Invitations Detail dashboard displays details of outstanding invitations in a list view.
On this dashboard you can:
- Action tasks by clicking on any row to deep-link directly into the selected Workspace in PEXA Exchange.
- Apply filters (on the right-hand side) to assist with prioritisation of Workspaces that require action.
- The ability to view outstanding Participation Requests (PRs) for PEXA Projects.
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