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

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. To create the setup in a project, click Company Sponsored Projects in the left Navigator. Open the project.
  3. Click Setup > Gates. The Gates Setup log opens.
  4. Click New. The gate setup is created automatically. The Gates Setup window opens. There are three tabs: General, Settings, Schedule.
  5. 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.
  6. 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.
  7. In the Schedule tab, you can schedule regular gates. See Define Gates Runs Schedule (Schedule Tab).

Last Published Friday, February 2, 2024