Introduction
In this quick guide, we will walk you through your first steps in SoftExpert Portfolio. By the end of it, we hope you have learned to:
- Set initial configurations;
- Create an initiative;
- Evaluate an initiative;
- Approve an initiative;
- Execute an initiative;
- Revise an initiative.
It is worth noting that this guide is not meant to display an in-depth explanation of the features of the component. It contains guidance on how to execute basic routines, and links will be made available with further details on certain occasions.
Refer to the SoftExpert Portfolio documentation for a detailed description of the fields and screens of this component.