Executing a project request
Prerequisites
- SoftExpert Project as part of the solutions acquired by your organization.
- User defined as responsible for executing the request.
- Previously issued project request.
Introduction
Once a project request is issued, the party responsible for the execution will receive a task, according to the object type and operation described below:
SoftExpert Project | ||
Object type | Operation | Request execution |
Project | Creation | The Request execution task will be sent to the responsible party for them to create or revise the requested program or project. |
Revision |
Executing a creation request
1. Access the My tasks > Project > Request execution menu.
2. Select the creation request task you wish to execute.
3. Click on the toolbar button.
4. Enter the data of the new project.
5. Save the record to finish.
Executing a revision request
1. Access the My tasks > Project > Request execution menu.
2. Select the revision request task you wish to execute.
3. Click on the toolbar button.
4. Enter the project revision data.
5. Save the record to finish.
Conclusion
Once the execution is completed, the next step is to close the request.