Create Stage Gate - 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 for the selected stage gate process. After all stage gates have been added to a stage gate process, the stage gate process can be assigned to an Opportunity.

Always create a stage gate using the Create Stage Gate action.

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

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

  3. Click the Stage Gate Process ellipsis and select the required stage gate process.

  4. Type a unique Stage Name.

    The stage gates names must be in alphanumeric order of execution and cannot contain any special characters. Also, the stage gate name must be unique and cannot be a duplicate of any another stage gate in EcoSys.

  5. Click RUN and then OK.