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Initiative execution

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Task:

Initiative execution

Who receives it:

The team responsible for the initiative execution, defined when adding its type.

When:

After the approval and release of the initiative.

Purpose:

To allow the parties responsible for the initiatives, whose implementation was considered a priority to the organization, to start a project draft or associate the initiative with a project saved in the SE Project component.

 

In order to execute this task, the SE Project component must have an active license key in SE Suite.

 

How to execute this task:

 

1.

Select the initiative that will be executed from the list of pending records.

 

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Next, click on the default toolbar button and select the desired option:

▪Add: Allows the user to add a new project (SE Project) to execute the initiative. The project creation wizard screen will offer the following options:

oBlank project: Allows adding a new project. Follow the steps in the wizard, where it is possible to select the type that will sort the project, meet requests for it, enter its ID # and name, define those responsible, and configure the planned dates for its execution. If you wish, it will also be possible to inform the project summary. The steps displayed may vary, depending on the settings made in the project type. Refer to the specific documentation of the SE Project component (Management arrowrgray Project planning arrowrgray Creating project using wizard - Blank project) for further details on this operation.

oFrom template: Allows adding a new project from a template. Follow the steps in the wizard, where it is possible to select the template from which the project is to be created, meet requests for it, and define which template data is copied to the new project. Refer to the specific documentation of the SE Project component (Management arrowrgray Project planning arrowrgray Creating project using wizard - From template) for further details on this operation.

oFrom existing project: Allows adding a new project from a previously recorded project. Follow the steps in the wizard, where it is possible to select the project from which the new project is to be created, meet requests for it, and define which project data is copied to the new project. Refer to the specific documentation of the SE Project component (Management arrowrgray Project planning arrowrgray Creating project using wizard - From existing project) for further details on this operation.

▪Associate: On the screen that will be displayed, locate and select the project (SE Project) already created that will execute the initiative.

 

3.

After finishing associating/adding a project, the execution will be finished; therefore, it will no longer be displayed in the list of pending records.

 

▪The other project planning configurations (for example: its targets, deadlines, costs, and activities) will be performed through the SE Project component.

▪It is possible to view the data of the project created from the initiative through the Execution arrowrgrayy Initiative issuance menu, by accessing the Details tab arrowrgrayy Project section on the data screen of the initiative.