You will be setting up phases in gates to represent the actual phases of a project. For the project to advance from one phase to another, certain conditions must be met. This example will discuss phases, conditions, and using business processes in the context of the conditions to advance a project from one phase to another.
For example, phases for Project Zero could be:
| • | Preliminary |
| • | Investigation |
| • | Definition |
| • | Measurement |
| • | Analysis |
| • | Execute |
| • | Control |
Previously, you have set up two business processes to use in the conditions for your gates setup. These are:
| • | Schedule: A single record business process that is updated manually by a project manager by checking checkboxes for the various phases such as Definition Phase Complete? or Measurement Phase Complete? |
| • | Funding: a workflow business process that is automatically updated thorough the steps of the workflow. |
As the project manager checks the checkboxes in the phases as represented in the Schedule business process, the gates runs keep checking the statuses of the checkboxes. As they are checked off, the project advances to the next phase.
The exception to this procedure is the transition from the Analysis phase to the Execute phase. Additional approval is needed for funding in order for the project to advance from Analysis to Execute. The Funding business process is included in the conditions for the Analysis phase. This business process must have the status Construction Approved and have a value of greater than zero for the Analysis phase to be exited and the Execute phase entered for the project.
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