Create a gates setup

You are here: Primavera Unifier Administration Mode > Project Administration > Setting Up Gates > Create a gates setup

Create a gates setup

You can create a gates setup in project templates, and in individual projects. There can be one setup per project.

To create a new gates setup

Go to the Company Workspace tab and switch to Admin mode.

Do one of the following:

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To create the setup in a project template, click Templates > Projects (Standard) in the left Navigator. Open the project template.

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To create the setup in a project, click Company Sponsored Projects in the left Navigator. Open the project.

Click Setup > Gates. The Gates Setup log opens.

Click New. The gate setup is created automatically. Double-click the setup, or select from the list and click Open. The Gates Setup window opens. There are three tabs: General, Settings, Schedule.

In the General tab, enter a Setup Name, which displays in the log, and an optional Description. At this point, Status is Inactive by default.

In the Settings tab, define project phases and gates conditions. For details, see "Add project phases to the gates setup (Settings tab)" and "Configure gate elements".

In the Schedule tab, you can schedule regular gates. See "Define gates runs schedule (Schedule tab)".

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