Example of a Gates Setup and Conditions
You will be setting up phases in gates to represent the actual phases of a shell. For the shell 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 shell from one phase to another.
For example, phases for shell Zero could be:
- Preliminary
- Investigation
- Definition
- Measurement
- Analysis
- Start
- 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 shell manager by selecting check boxes for the various phases such as Definition Phase Complete? or Measurement Phase Complete?
- Funding: a workflow business process that is automatically updated through the steps of the workflow.
As the shell manager reviews the check boxes in the phases as represented in the Schedule business process, the gates runs keep reviewing the statuses of the check boxes. 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 Start phase. Additional approval is needed for funding in order for the project to advance from Analysis to Start. 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 Start phase entered for the project.
Last Published Thursday, December 14, 2023