Configure Gates conditions

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Configure Gates conditions

To access the gate configuration view

Select a project phase. The gate configure view opens in the right pane. See the following table for more information about the gate configuration view.

The Phase Gate Configuration section in the navigator lists the Project Phases for the current Project. The visual order of the Phases depends on the Order specified in the General tab.

The Gates Conditions Elements section allows you to define condition criteria per element. Gate Elements will be selected from all Unifier data sources and modules available in a particular project (for the Sponsoring company).

In this field:

Do this:

Start Date

The Start date for a particular Phase can be manually set or auto populated from a Schedule Sheet by linking it to a particular activity or milestone (activity with zero duration and marked as milestone) where it will update dynamically based on the start date associated with this activity. If there are multiple Start dates, choose the Start date used to set Gantt Charts in Schedule Manager.

The start date must fall within Project date ranges.

Note: You cannot choose dates from schedule sheets in the Schedule Manager for generic shells, because the Schedule Manager is not available in generic shells.

Planned Completion

Can be manually set or auto populated from a Schedule Sheet by linking it to a particular activity or milestone (activity with zero duration and marked as milestone) where it will update dynamically based on the start date associated with this activity. If there are multiple End dates, choose the End date used to set Gantt Charts in Schedule Manager.

Note: You cannot choose dates from schedule sheets in the Schedule Manager for generic shells, because the Schedule Manager is not available in generic shells.

Note: Dates are for reporting only. Phases cannot be date driven.

Advance to Next Project Phase...

This checkbox enables automatic phase advancement. Select the checkbox if you want the project to move automatically to the next phase once all Gate Elements for a particular Phase have been checked.

Notify users on Phase Completion

Allows you to define users who receive phase completion notification. You can configure the body text in the notification (similar to the BP Setup on the End Step, where you can specify the message text content.

Reevaluate conditions on every Gates run

When selected, this checkbox specifies that processing always starts at the First phase during a scheduled Gates Run/Refresh. You might have to scroll down to see this checkbox.

If the checkbox is unchecked for a phase:

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If the phase is currently incomplete, incomplete conditions are evaluated and completed conditions are skipped

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If the phase is currently complete, phase processing is skipped

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If the checkbox is checked in a phase:

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Every condition in that phase is revaluated. Including conditions that were met

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All conditions (except conditions that were marked as “ignore” manually) are marked as incomplete at the beginning of every Gates run and refresh.

Saved Gates run (PDF) from prior runs persist. Processing will stop at a Phase where first un-met condition is encountered. By default this checkbox is deselected.

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