Prerequisites

• Initiative evaluated and approved.
• Access to the My tasks > Initiative execution menu.

Prerequisites

After completing the registration, evaluation, and approval of an initiative, it can be executed.

Execution takes place through the Initiative execution task, which is generated by the system for the defined team in order to start implementation according to what was evaluated and approved.

At this stage, those responsible create a project in SoftExpert Project or link the initiative to an existing one, allowing them to access the project data and schedule to execute the initiative.

In this way, the decision is turned into action in SoftExpert Suite.

See below how to execute an initiative:

Execute initiative

1. Access the My tasks > Initiative execution menu.

2. Select the desired initiative.

3. You can view it using the button.

4. To execute the initiative, expand the button and select the Add option to create a new project or the Associate option to link the initiative to an existing project.

Add a project for the initiative

One way to execute the initiative is by adding a project from scratch. To do this, follow the steps below:

1. Select the desired initiative, expand the button, and click the Add option to create a new project.

2. On the screen that opens, click the available options to choose whether to create a Blank project, From a template, or From an existing project. See how to create each option:

• Blank project: select the project type in the First steps stage and click Next. Then, enter the general project data in the next step. Finally, fill in the summary fields in the last step, if desired. To finish, simply click the Finish button to create the new project.
• From a template: select the project template in the Project field using the button. After selecting the template project in the screen that opens, click the button. To proceed with the project data, click Next. In the project data, enter the identifier, name, and person in charge, as well as the records that will be copied from the selected template project to the new project based on the initiative. If the project used as a template has an attribute step, fill it in if desired. Finally, click the Finish button to complete the registration.
• From an existing project: select the project that will be used as a basis in the Project field and click Next. Then, enter the project data and choose the records that will be copied from the existing project to the new project. To complete the process, click Finish.

Associate initiative with a project

Another way to execute the initiative is by associating it with an ongoing project. To do this, follow the steps below:

1. Select the desired initiative, expand the button, and click the Associate option.

2. On the screen that opens, use the available filters and the search bar to find the desired project.

3. Then, choose a project and click the button.

4. The project data screen to which the initiative was associated will open so that you can review its information. You can view the associated initiative on the Association tab of the selected project itself.

Conclusion

In this way, initiatives can result in new projects or be associated with existing ones. As a result, both planning and problem solving are carried out in a strategic manner.