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Stage Gates Setup

 
Use this page to quickly create any number of stages and activities for a project. Creating stages and activities here is the same as creating them in the Stage Gates page.
 
Stage Gates Setup
1

SELECT LEVEL DROPDOWN

1. SELECT LEVEL DROPDOWN
Select a level - portfolio, program or a project - to configure. Stage gates set at portfolio and program levels automatically default to projects within them.
2

TREE

2. TREE
 
Use this tree to build the list of stages and the activities within each stage gate.
 
  • To Add Stages - Right click on the project root node to open the context menu and select "Add Stage". A new node appears in the tree. Type a name for the stage in the node label and press ENTER to save. If you wish, enter data in the Stage Defaults section and click the Save button.
  • To Add Activities - Right click on the stage node to open the context menu and select "Add Activity". A new node appears in the tree. Type a name for the activity in the node label and press ENTER to save. If you wish, enter data in the Activity Defaults section and click the Save button.
 
Repeat to build additional stages and activities.
3

STAGE DEFAULTS SECTION

3. STAGE DEFAULTS SECTION
Settings here will default to all new stages for the project, whether they are created in this page using the tree or if they are created in the Stage Gates page.
4

ACTIVITY DEFAULTS SECTION

4. ACTIVITY DEFAULTS SECTION
Settings here will default to all new activities for the stage, whether they are created in this page using the tree or if they are created in the Stage Gates page.