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On main the screen toolbar, click on the  button. On the screen that will be displayed, select the type that classifies the initiative that will be created. Save the selection.
Fill out the following fields of the General data section:
Also, fill out the fields in the following sections:
General data
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ID #
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Enter a number or code that identifies the storage place.
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Name
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Enter a name for the storage place.
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Initiative type
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Type that classifies the initiative, selected during the creation of it.
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Initiative status
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Current status of the initiative.
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Financial table
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Financial table to be used in the evaluations of the initiatives of this type.
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Financial analysis period
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Enter, in the respective field, the Quantity of time that the initiatives of this type will have to be analyzed. If necessary, change the entered value. Remember that this field may only be edited if the Fixed option is NOT checked on the initiative type data screen. Remember that the quantity entered in the analysis period will be equivalent to the columns displayed in the Financial table section on the Details tab, on the initiative evaluation tab.
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Initiative execution
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This field is filled out with the team responsible for the initiative execution, defined in the initiative type.
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Attribute
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Fill out the values of the attributes that complement the initiative. Required attributes must, necessarily, have their values filled in. Remember that the way to fill out an attribute varies according to the configurations set when creating its record.
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Summary
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Use the following subsections to describe information that will assist to show the desired results of the initiative as well as the conditions and terms through which it will be implemented:
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Description
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Enter the characteristics and functions of the initiative.
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Explanation
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Enter the reason for the initiative, that is, how and why it originated.
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Objective
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Enter the goal of the implementation of the initiative.
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Benefit
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Enter the benefits that the implementation of the initiative will bring to the organization.
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Assumption
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Enter the factors that will be considered as true, without need of proof, regarding the initiative.
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Restriction
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Enter the factors that limit the initiative.
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Save the record. Once done, new sections will be available for configuration. See further details about how to complete them in the Editing initiative data section.
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