Executing an initiative request
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Prerequisites
- SoftExpert Portfolio as part of the solutions acquired by your organization.
- User defined as responsible for executing the request.
- Previously issued initiative request.
Introduction
Once an initiative request is issued, the party responsible for the execution will receive a task, according to the object type and operation described below:
SoftExpert Portfolio | ||
| Object type | Operation | Request execution |
| Initiative | Creation | The Request execution task will be sent to the responsible party for them to create the requested portfolio. |
Executing an initiative request
1. Access the My tasks > Portfolio > Request execution menu.
2. Select the initiative request task you wish to execute.
3. Click on the 
toolbar button.
4. Select the type that will classify the initiative and save the record.
5. On the screen that will open, enter the data of the new initiative.
6. Save the record to finish.
Click here for details on creating an initiative.
Conclusion
Once the execution is completed, the next step is to close the request.