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:

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.

Conclusion

Once the execution is completed, the next step is to close the request.