Working with Gates

Gates provides a structure to assess the quality and integrity of a project throughout its life cycle.

Gates are, in essence, acceptance reviews following which a project can advance to the next phase in the project life cycle. For each phase of the project, a series of gate conditions are defined and tracked. Each gate condition is evaluated against actual project data and is marked complete if conditions are met. After all conditions are complete, the project moves to the next phase either automatically or manually, based on the configuration.

Phases and gate conditions are configured in the Gates Setup in Admin mode.

See Also

Using Projects

Working with the Project Summary

Managing Project Alerts

Working with Mailbox (Projects)

Distributing the Project Mailbox Email Address to Users

Working with Tasks, Notifications, and Drafts Nodes

Working with Your Project Information

Working with E-Signatures

In This Section

View the Gates Dashboard

View Gate Condition Details

Validate Gate Conditions Manually (Refresh)

Edit Phase Details

Advance to the Next Phase

Return to a Previous Phase

Add or View General Comments

View Saved Gates Runs

View the Gates Audit Log



Last Published Friday, June 21, 2024