Prerequisites

• Scenarios previously registered.
• Evaluation method previously registered.
• Financial table previously registered.
• Access to the Configuration > Initiative > Initiative type (PF025) menu.

Overview

Initiative types classify initiatives and allow prior organization of data and information that will be used later.

The initial settings performed in the previous steps of the flow, such as configuring a financial table, a scenario, and an evaluation method, will be associated with the initiative type.

See below how to perform the operation:

Configure type

1. Access the Configuration > Initiative > Initiative type (PF025) menu.

2. Click the button to add a new initiative type.

3. On the screen that opens, enter the identifier and the name of the type.

4. On the General tab, fill in the Upper level type field with the hierarchically superior type, if desired.

5. Select the Use identification mask option and choose the desired record in the available field. You can also allow changing the identification mask identifier by selecting the Enable ID change option. For more information on identification masks, see the What is an identification mask article.

6. On the Attribute tab, associate the attributes that were created. See the Associate attributes article to learn how to perform this operation.

7. On the Approval tab, if desired, select one of the available options:

• Fixed: allows the approval route to be changed during the step, but its members cannot be edited. After selecting this option, you must enable the Unique route option and select the responsibility route in the available field. To learn how to create a responsibility route, see the Configure responsibility route article.
• Variable: allows the revision route and its members to be changed during the step.

In this way, any record that uses this type will go through approval steps before its execution is completed. See the Configure approval article for more information.

8. On the Evaluation tab, select one of the available options:

• Fixed: allows the approval route to be changed during the step, but its members cannot be edited. After selecting this option, you must enable the Unique route option and select the responsibility route in the available field. To learn how to create a responsibility route, see the Configure responsibility route article.
• Variable: allows the revision route and its members to be changed during the step.

In this way, any record that uses this type will go through an evaluation step before its execution is completed.

9. On the Initiative tab, the records created during the previous initial configurations will be associated with the type:

• Financial table: select a registered financial table for records of this type.
• Financial analysis period: in this section, define the financial analysis period in number of months or years using the Quantity and Frequency fields. Select the Fixed option so that the informed period cannot be edited while registering an initiative.
• Initiative execution: in this section, select the team responsible for performing the initiative execution task.
• Evaluation method: select the registered evaluation method that will be used for records of this initiative type.

10. On the Scenario tab, click the button to add the scenarios for initiatives of this type. On the screen that opens, select the registered scenario in the Scenario field.

11. If, in the financial table of this type, the inclusion of the value of a variable has been configured through importing the value from an Excel spreadsheet cell, also provide the registered form in the Form field. For more details on this operation, see the Import variables from a spreadsheet article.

Conclusion

In this way, the initiative type that will be used when registering the initiative has been correctly created. It is now possible to proceed with the initiative creation flow.