Advance a Shell to the Next Phase

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

To advance to the next phase:

  1. In the Gates console, click the Advance to Next Phase button.
  2. In the confirmation window, click Yes.
  3. 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 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 check box to override the gate condition requirements. See Edit Phase Details.
    • Select the phase and click the Edit button to view details about the phase and gate conditions to determine what needs to be done to meet the condition.
  4. 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 Friday, June 21, 2024