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Portfolio - 3.0.0

 

Task center

The Task center is an evolution of the old My tasks menu, now with a more modern and efficient proposal. 

Previously, the user needed to access different screens in order to execute activities such as revisions, revalidations, etc. 

With the new Center, all tasks are gathered in a single optimized environment, which allows for a more fluid and centralized navigation. 

This redesign brings about greater convenience to the day-to-day routine, as it allows for viewing, filtering, and executing tasks of different types in a single place. 

Find out more about the new features: 

 

AI chat to add records

Adding records through the Variable (PF003) and Scenario (PF023) menus has become much easier!

With the new AI chat feature, just write what you want with simple phrases, and the system takes care of filling everything out.

See how this feature works:

  • Type what you want in a text field, as if it was a conversation.
  • Choose among the suggestions the system will present.
  • The system will add the record automatically from the chosen example. 

Available only to customers that use the SoftExpert cloud platform.

In order for this resource to work correctly, the AI features permission must be enabled in the Access group (CM011) menu.

 

 

In version 3.0, the system keeps moving forward when it comes to standardizing data management. 

The Attribute (PF015), Checklist (PF017), and Team (PF016) menus have been removed from SoftExpert Portfolio and are now centralized in SoftExpert Administration. 

This centralization makes for a simpler and more efficient user experience, allowing data maintenance to be carried out in a single place. 

The result is greater consistency among the modules, as well as greater agility for those who manage or use this information in the system. 

 

Deletion of duplicate menus

To simplify navigation and avoid redundancy, menus that were available in more than one place in the system have been removed.

These deletions seek to make the experience more intuitive for users, preventing them from accessing different screens to perform the same operations. 

In SoftExpert Portfolio version 3.0, the Initiative evaluation (PF006) and Initiative approval (PF007) menus have been deleted to avoid duplicity with the Task center.

 

See the latest improvements made to this module:


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