SoftExpert Portfolio – Configuring and operating the system

Course ID
TAEN0085

Course Description
This course will show you how to configure records and manage initiatives to be inserted in the organization’s project.

Price
USD 25,00

Time
35 minutes

Upon completing this course, the student will be able to:

  • Add an initiative;
  • Evaluate, approve, rank and execute initiatives;
  • View all procedures the system executes.

This course is destined to users that have permission to add and execute initiatives for posterior management.

  1. Introduction
  2. Add an Initiative
  3. Initiative management
    • Initiative evaluation
    • Initiative approval
    • Ranking initiatives
    • Initiative execution
  4. Views and reports
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Duration: 35 minutes