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To associate objects from other SE Suite components with the task under planning, click on the arrow located under the Associations option and select the desired option. The following options may be available:
Through this section, it is possible to associate the indicators to which the task is related. In order for this resource to function properly, it is necessary for SE Performance to be part of the solutions acquired by your organization. On the side toolbar, the following buttons are available:
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Click on this button to associate an indicator with the task. On the screen that will be displayed, locate and select the desired indicator. Indicators can be located through the scorecard to which they are associated, or through a listing of indicators. Save the selection after that.
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Click on this button to disassociate the indicator selected in the list of records from the task.
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Click on this button to view the details of the indicator selected in the list of records. Refer to the specific documentation of the SE Performance component for more details on the indicator details screen.
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Through this section, it is possible to associate the products to which the task is related. In order for this feature to work correctly, it is necessary for SE PDM to be part of the solutions acquired by your organization. On the side toolbar, the following buttons are available:
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Click on this button to associate an item with the task. On the screen that will be displayed, locate and select the item you wish to associate with the task in question. The items can be located through their status and/or their data, or through the attributes associated with them. After selecting the record, save the selection.
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Click on this button to disassociate the item selected in the list of records from the task.
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Click on this button to view the details of the item selected in the list of records. Refer to the specific documentation of the SE PDM component for more details on the item data screen.
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In this section, the project manager can associate processes (SE Process) so that they are instantiated by the responsible party for executing the task when performing this operation. In order for this resource to function properly, it is necessary for the SE Process to be part of the solutions acquired by your organization. On the side toolbar, the following buttons are available:
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Click on this button to associate a process with the task. On the screen that opens, locate and select the desired process and save the selection.
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Click on this button to view the data screen of the process selected in the list of records. Refer to the SE Process component specific documentation for a detailed description of the screen that will be displayed.
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Click on this button to view the flowchart of the process selected from the list of records. Refer to the specific SoftExpert BPM Suite - Process Modeling component documentation for more details on process flowcharts.
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Click on this button to view the structure tree of the process selected in the list of records. Refer to the SE Process component specific documentation for a detailed description of the screen that will be displayed.
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Click on this button to delete the association of the process selected in the list of records.
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Click on this button to copy the values from the attributes of the process selected in the list of records to the task.
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In this section, the project manager may add or associate workflows (SE Workflow) of the process selected in the Template section. In order for this feature to work correctly, it is necessary for SE Workflow to be part of the solutions acquired by your organization. By means of the "View" field in the upper part of the section, it is possible to filter to show only the instances associated with the project (current), the instances associated with the subproject (level below) or all instances associated with the project, subproject and/or tasks (all sublevels). On the side toolbar, the following buttons are available:
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Click on this button and select the desired option:
▪Start: On the screen that will be displayed, select the process you wish to instantiate. The Title and Description fields will be enabled to be filled in according to the configurations made in the process. Save the record. If the project manager is also the executor of the first task of the flow, the task data screen will be displayed. ▪Associate: On the screen that will be displayed, locate and select the workflow you wish to associate with the task in question. |
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Click on this button to view the data screen of the workflow selected in the list of records. Refer to the SE Workflow component specific documentation for a detailed description of the screen that will be displayed.
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Click on this button to view the flowchart of the workflow selected in the list of records. Refer to the specific SoftExpert BPM Suite - Process Modeling (SE Process) component documentation for more details on process flowcharts.
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Click on this button to delete the workflow selected in the list of records.
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Click on this button to copy the values from the attributes of the workflow selected in the list of records to the task.
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In this section, it is possible to add the estimated risks for the task. If the integration with SE Risk is enabled in the general parameters, the following sections will be displayed:
▪Risk: Through this section, it is possible to add negative risk analyses related to the task. On the side toolbar, the following buttons are available:
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Click on this button and, on the screen that will be opened, select one of the options:
▪Create analysis: Allows you to create an analysis of a risk. To do that, in the Risk field, select the risk from which the analysis will be created. See the specific documentation of the SE Risk component for more details on the completion of the risk analysis screen. ▪Associate analysis: It allows associating a risk analysis already created to the task in question. To do that, in the Risk analysis field, locate and select the desired risk analysis. Only the analyses whose plans are already approved are available for selection. Notice that the associated analysis is not available for editing. ▪Duplicate analysis: Allows you to create a copy of a risk analysis and associate it with the task in question. To do that, in the Risk analysis field, locate and select the desired risk analysis. |
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Click on this button to edit the risk analysis selected from the list of records.
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Click on this button to disassociate a risk analysis from the task.
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▪Control: Through this section, it is possible to add risk control analyses that represent opportunities related to the task. On the side toolbar, the following buttons are available:
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Click on this button and, on the screen that will be opened, select one of the options:
▪Create analysis: Allows you to create a control analysis. To do that, in the Control field, select the control from which the analysis will be created. See the specific documentation of the SE Risk component for more details on the completion of the control analysis screen. ▪Associate analysis: It allows associating a control analysis already created to the task in question. To do that, in the Control analysis field, locate and select the desired control analysis. Only the analyses whose plans are already approved are available for selection. Notice that the associated analysis is not available for editing. ▪Duplicate analysis: Allows you to create a copy of a control analysis and associate it with the task in question. To do that, in the Control analysis field, locate and select the desired control analysis. |
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Click on this button to edit the control analysis selected from the list of records.
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Click on this button to disassociate a control analysis from the task.
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In this section, it is possible to add the estimated risks for the task. If the SE Risk component is not integrated into the general parameters and is not part of the solutions acquired by your organization, click on the side toolbar button and fill in the following fields on the screen that will open:
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In the Risk field at the top of the screen, select the risk you wish to associate with the task in question. Use the other buttons next to the field to add a new risk, edit the selected risk and clear the field.
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In the General tab, the following fields are available:
Probability: Enter the number that is equivalent to the chance of the risk to occur.
Impact: Enter a number that is equivalent to the effect the risk will have over the task objective.
Score: This field is filled in by the system with the result of the Probability x Impact matrix.
Relevance: Select the relevance of the risk in relation to the task.
Responsible: Select the user who will be responsible for tracking the risk.
Define tracking period: Check this option so that the risk is tracked during a certain period. In the Start and End fields, select the date range during which the risk should be tracked.
Tasks: This list of records will only be enabled after saving the record for the first time. In it, the risks that have already been associated with the task will be displayed, and it is also possible to associate the tasks of the project in which the risk in question was estimated/identified. To do this, click on the button on the side toolbar and, on the screen that will open, locate and select the desired tasks.
The "Risk type", "General status", and "Type level" fields will be filled by the system after saving the record for the first time with the respective information.
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In the Description tab, enter relevant information about the risk being created.
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In the Strategy tab, select in the respective fields the strategy that will be adopted for the risk being added. In the Recommendations field, enter important information about the selected strategy.
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Save the record; however, do not close the data screen.
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In the Actions tab, it is possible to add the actions that will be taken to treat the risk in question. To do this, click on the button on the side toolbar and fill out the following fields of the screen that will open:
ID #: This field is filled in by the system with a sequential number to identify the action; however, it is possible to edit it.
Name: Enter a name for the action.
Status: This field will be filled in after saving the record with the status in which the action is found at.
Responsible: This field is filled with the data of the party responsible for the risk, so that it is also responsible for the action, however, it is possible to edit it.
Type: Select the type that will classify the action being added. Use the other buttons next to the field to add a new type to sort the action, edit the data of the selected action type, and clear the field.
Planned: Enter the start and end dates to perform the action being added. Enter also the Cost implied in the execution of the action.
Description (tab): Enter important information about the action.
Explanation (tab): Enter an explanation for performing the action.
History (tab): Enter the action history.
▪The sections that refer to Rescheduled and Actual will be available during the tracking and execution of the task. ▪After filling all the required fields, save the record. Repeat the procedure described before to add as many actions as necessary to treat the risk. ▪When the project planning is finished, the party responsible for the action will receive the Risk action execution task. |
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After filling in the necessary fields, save the record. Repeat the procedure described before to add as many risks as estimated to the task.
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