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To associate objects from other SE Suite components with the project, click on the arrow located under the Associations option and select the desired option. The following options may be available:
This section will only be displayed if the project type has automation with SE APQP/PPAP configured. Clicking on it will open the APQP data screen created from the project in question. Refer to the SE APQP/PPAP component specific documentation for a detailed description of the screen that will be displayed.
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In this section, the person in charge can associate the indicators to which the project 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 project. 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 project.
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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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In this section, the person in charge can associate the products to which the project 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 project. On the screen that will be displayed, locate and select the desired item. The items can be located through their status and/or their data, or through the attributes associated with them. Save the selection after that.
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Click on this button to disassociate the item selected in the list of records from the project.
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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, it is possible to view the workflows with which the project in question has been associated through the SE Workflow component. For this resource 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 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 of the attributes from the workflow selected in the list of records to the project.
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In this section, it is possible to add the estimated risks for the project. 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 project. 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 project 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 project 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 project.
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▪Control: Through this section, it is possible to add risk control analyses that represent opportunities related to the project. 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 project 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 project 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 project.
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In this section, it is possible to add the estimated risks for the project. 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 that you wish to associate with the project 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:
Fields
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Probability
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Enter the number that is equivalent to the chance of the risk to occur.
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Impact
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Enter a number that is equivalent to the effect the risk will have over the project objective.
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Score
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This field is filled out by the system with the result of the Probability x Impact matrix.
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Relevance
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Select the relevance of the risk in relation to the project.
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Responsible
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Select the user who will be responsible for tracking the risk.
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Define tracking period
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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 tracking must be performed.
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Tasks
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This list of records will only be enabled after saving the record for the first time. Through this list of records, it is possible to associate the tasks of the project in question, where 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 project tasks.
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▪The risk associated with the tasks will be displayed on the task data screen. ▪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:
Fields
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ID #
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This field is filled out by the system with a sequential number to identify the action; however, it is possible to edit it.
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Name
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Enter a name for the action.
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Status
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This field will be filled out after saving the record with the action status.
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Responsible
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This field is filled out by 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.
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Type
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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.
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Planned
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Enter the start and end dates to perform the action being added. Enter also the Cost implied in the execution of the action.
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Description (tab)
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Enter important information about the action.
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Explanation (tab)
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Enter an explanation for performing the action.
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History (tab)
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Enter the action history.
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▪The sections that refer to Rescheduled and Actual will be available during the tracking and execution of the project. ▪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 for the project.
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In this section, it is possible to view the requests being executed, as well as perform the creation of request issued through the SE Request component. In order for this feature to function correctly, the SE Request component must be part of the solutions acquired by your organizations. On the side toolbar, the following buttons are available:
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Click on this button to associate a request with the project in question. On the screen that opens, locate and select the desired request and save the selection.
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Click on this button to disassociate the request selected in the list of records from the project.
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Click on this button to view the data screen of the project creation request selected in the list of records.
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If the project to which a request was associated is canceled, the request will also be displayed as canceled in SE Request. If the project is reactivated, the request will also be reactivated and will be available again to be executed.
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▪If the project was created from the wizard, the requests that it serves may have been associated at the time of its creation, however, it is possible to edit this association in this section. ▪This operation may also be performed through the Request execution task. ▪Refer to the specific SE Request component documentation for more information on issuing requests. |
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