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Initiative evaluation

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Location: Management arrowrgray Initiative evaluation

 

Prerequisites:

Initiative with finished planning.

Optional:

Revised initiative.

 

Overview:

The feasibility analysis is an initiative regarding the results of its implementation, under financial or economical aspects, determining its capacity to survive under favorable or unfavorable conditions. Use this menu to evaluate the feasibility of the initiatives created (planned) in the system under the different scenarios associated with its type and taking into consideration the financial data configured in the financial table that will be applied to it.

 

Specific buttons:

default

Click on this button to send the initiative selected from the list of records for approval. For that, first of all, the fields related to the initiative evaluation must be duly filled in. See how to perform this operation in the Finishing an initiative evaluation section.

edit

Click on this button to perform the evaluation of the initiative selected in the list of records. See further details about this operation in the Performing an initiative evaluation section.

view

Click on this button to view the data screen of the initiative selected from the list of records in "Read-only" mode.

report_config

Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search for the parameters that may be used in the configuration of new reports.

 

Use the "Search filters" to easily retrieve the desired records based on specific information. See the View arrowrgrayy Initiative menu for a detailed description of the filters.

This operation may also be performed through the Initiative evaluation task.