Configuring a project type for audits
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Prerequisites
- Active license for SoftExpert Audit and SoftExpert Project.
- Access to the Configuration > Classification > Project type (PR032) menu.
- Previously created project type.
Introduction
By means of an integration between the Audit and Project components, the system allows for creating audits from projects.
For project audits to be created, the automation must be enabled within the project type.
See how to perform this operation:
Configuring a project type for audits
1. Access the Configuration > Classification > Project type (PR032) menu.
2. Select the project type in which you wish to enable the automation.
3. Click on the 
button.
4. Access the Optional tab and then select the Integrations tab.
5. Check the Enable automation option.
6. In the Component field, select the Audit option.
7. Click on the 
button.
It will not be possible to edit the configurations in the Integrations tab if the type already has projects related to it.
Click here for more information on creating and editing project types.
Conclusion
With the type configured, it is possible to create audit projects in the system.