Portfolio - 3.1
Evaluation method and result unified
Now, the result and evaluation method options are unified in one place, making it easier to view and insert this information.
With this change, the analysis process becomes more agile and intuitive, reducing the need to navigate between different sections.
New default frames with intelligent features
SoftExpert Suite version 3.1 brings a modern and standardized interface to the following menus:
- Financial table (PF004).
- Initiative ranking (PF009).
With optimized filters and a new functional listing, it is much easier to view, locate, and manage records.
Now it is possible to create items from scratch, import from a template, or use the "With AI agent" feature.
Immediate benefits of this screen:
- Export of data from the list for reuse in other environments.
- Individual record editing.
- Mass change and deletion.
- Integration with APIs for automation.
- Direct access to records with two clicks.
These improvements have been developed to eliminate repetitive steps and make your routine even more productive.
With the new screen, SoftExpert Suite provides a more agile and efficient user experience, aligned with the needs of your organization.
The "With AI agent" feature will only be available to organizations that are Cloud customers and have SoftExpert Copilot.
Menus centralized
Data management continues to be standardized in release 3.1 with the centralization of menus in the SoftExpert Administration component.
The following menu has been removed from SoftExpert Portfolio:
- Evaluation method (PF024).
The records are now created exclusively through the following menu:
- Evaluation method (AD083).
With this change, information maintenance occurs in a single place, providing greater consistency among the components and more agility in data management.
Click here to access the SoftExpert Administration release notes for further details.
Form type and Form menus removed
The Form type (PF022) and Form (PF005) menus have been discontinued in SoftExpert Portfolio.
In this version, the forms will be replaced with templates created through the Template (AD028) menu of SoftExpert Administration.
This change centralizes template management in a single place, promoting greater standardization and integration between the components of the system.
Click here to access the SoftExpert Administration release notes for further details.
Check out the latest improvements made to this component: