To access the gate configuration view
Select a 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 Phases for the current shell. 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 shell (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 Shell date ranges. |
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: Dates are for reporting only. Phases cannot be date driven. |
Advance to Next Phase... | This checkbox enables automatic phase advancement. Select the checkbox if you want the shell 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 business process 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 not selected for a phase:
If the checkbox is selected in a phase:
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. |