Create Stage Gate Process - EcoSys - 4.01 - Administration & Configuration - Hexagon PPM

EcoSys Help - Portfolios and Contracts Administration (4.01)

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Administration & Configuration
EcoSys Standard Version

This procedure allows you to create a stage gate process. Once a new stage gate process is created, stages for that stage gate can be defined, and a log entry appears in the Stage Gate Setup Log panel.

  1. Navigate to Admin > Portfolios Admin > Stage Gates Setup.

  2. Click the Actions list and select Create Stage Gate Process.

    The Create Stage Gate Process dialog box appears.

  3. Type a unique Stage Gate Process Name.

    Stage gate name must be unique and cannot contain any special characters.

  4. (Optional) Type a Comment.

  5. Click the Run button. The Create Stage Gate Process confirmation dialog box appears.

  6. Click the OK button.

  7. In the Stage Gates panel, click the Refresh button to view the new stage gate process created.