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Initial settings

Gear icon with a blue background, which leads to the initial setup stage.
Light bulb icon with a white background, which leads to the initiative registration stage.
Document with pencil icon with a white background, which leads to the initiative evaluation stage.
Document with checkmark icon with a white background, which leads to the initiative approval stage.
Telephone icon with a white background, which leads to the final initiative handling stage.

 

Overview

SoftExpert Portfolio is a component used to register strategic initiatives that are aligned with the organization’s objectives and targets.

However, to register an initiative in the component, it is necessary to perform initial settings to create this type of record.

Below are the articles that explain how to perform the required settings:

Related articles:

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Index

Overview

New features

First steps

Advanced resources