Advance to the Next Phase

After the gate conditions have been met for the current phase, you can manually advance a project/shell to the next phase.

To advance to the next phase:

  1. Go to the shell tab and switch to User mode.
  2. In the left Navigator, select Gates.
  3. In the upper section of the Gates dashboard, click Advance to Next Phase.
  4. In the Confirmation message, click Yes to confirm the advancement.

    The system validates whether all gates conditions have been met for that phase. If all gates conditions have been met for the current phase, the project/shell advances to the next phase. If any gate conditions have not been met, you can do the following:

    • Manually mark a gate condition as complete.
    • Select the Ignore Condition checkbox to override the gate condition requirements. For more information, see Edit Phase Details.
    • Select the phase and click the linked Condition Name to view details about the phase and gate conditions to determine what needs to be done to meet the condition.
  5. After changing the Project Phase in the Shell Details form, perform any of the following actions to prevent creating a workflow BP record in a different project phase:
    • Reload the page.
    • Close and reopen the Shell tab.

Last Published Monday, April 14, 2025