Setting up Gates
Before you begin: Verify that the list of project phases resides in the Project Phase data definition pull-down data set. This is the same list that is used when selecting a project phase manually in the project properties window. You can add or modify the default list as needed. This list makes the phases available for any project or project template; for each project or template, you select which of the phases to use. Create any business processes that you plan to use to drive gates conditions and phase completion.
Step 1: Define Project Phases. For each project or template, you define the list of project phases to include in the setup, choosing from the entire list in the Project Phase data set.
Step 2: Define Gate Conditions. For each phase, define one or more gates conditions. A gate condition is a combination data element and trigger condition that enable transition to the next phase.
Step 3: Schedule Gates runs. The gates runs determine the validation of gate conditions. You can schedule runs automatically. This is optional.
Step 4: Activate the gates setup.
Step 5: Define permissions.
Note: If you create a new project by copying a project template or an existing project, any existing gates setup in the source project is copied into the new project, including the gates status. The gates phases are restarted at the first phase in the new project, and the scheduled gates run is activated.
See Also
Title and Copyright Information
Getting Started with General Administration Guide
Company Workspace Landing Page (Admin)
Access Control and AutoVue Stamps
Adding & Managing Partner Companies
Access Company Details (Edit Company Window)
About Consent Notices (Administrator)
Translating Custom Strings (Internationalization)
Configuring and Publishing BI Publisher Custom Templates (Custom Prints and Reports)
Configuring Project Numbering, Cost Codes, and Status
Configuring the User Mode Navigator
Unifier and Other Oracle Applications
Title and Copyright Information
Getting Started with Modules Setup Administration Guide
Setting up Automatic Update of Shell Status
Setting up Data Structure Setup Node
Setting up Multiple Company Calendars
Setting up Updates for Business Process Records
Setting up the Code and Records-based Configurable Manager
Setting up the Document Manager
Setting up the Planning Manager
Setting up the Portfolio Manager
Setting up the Resource Manager
Setting up the Schedule Manager
Setting up the Earned Value Management Permissions
Setting up the User-Defined Reports
Configuration Package Management
Title and Copyright Information
In This Section
Example of a Gates Setup and Conditions
Add Project Phases to the Gates Setup (Settings Tab)
Change the Order of Project Phases
Define Gates Runs Schedule (Schedule Tab)
Activate or Deactivate a Gates Setup
Set User Permissions for Gates
Last Published Saturday, July 12, 2025