In this topic, we will teach you how to create an initiative from scratch.

To this end, simply follow the steps below:

1st step: Create an initiative type

Types preset some configurations for the initiative and group, or classify them, making it possible to better organize initiatives in the system.

To create an initiative type, access the PF025 menu and click on the button.

On the screen that will open, enter "IT" for the ID #, and "IT Applications" for the name.

In the Approval and Evaluation tabs, check the route type as Variable.

In the Financial table field, from the Initiative tab, find and select the table created in the 2nd step of the Set initial configurations topic. In this case, that with "STD" as the ID #, and "Standard" as the name.

Enter "3" in the Quantity field and select the "Month(s)" option in the Frequency field.

In the Responsible team field, find and select the team created in the 3rd step of the Set initial configurations topic. In this case, that with "Portfolio" as the ID #.

In the Evaluation method field, find and select the method created in the 4th step of the Set initial configurations topic. In this case, that with "EM" as the ID #.

Click on the button.

2nd step: Create an initiative

To create an initiative, access the PF010 menu and click on the button.

Then, select the initiative type created in the previous step. In this case, that with "IT" as the ID #, and "IT Applications" as the name.

On the screen that will open, enter "00049" for the ID #, and "Quality management system" for the name.

Click on the button.

Now, on the upper part of the screen, click on Approval.

In the Approval type field, select the Incremental option.

From the side toolbar, click on the button to add the users responsible for approving the initiative.

On the screen that will open, find and select your user, then click on "Save and exit".

Then, from the upper part of the screen, click on Evaluation and on Evaluation route.

From the side toolbar, click on the button to add the users responsible for evaluating the initiative.

On the screen that will open, find and select your user, then save the record.

Now, from the general initiative data, click on the button and confirm the system's message. All done! The initiative has been recorded and sent to the next step.