Add the Stage Gate Deliverables - 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 add required deliverables for the selected stage gate.

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

  2. In the Stage Gates panel, click the Deliverables hyperlink of the stage gate to add its deliverables. This displays the Stage Gate Deliverables panel.

  3. Click the Insert Row icon to add a new deliverable.

  4. Type a unique ID.

  5. Type the required Description.

  6. Select the Mandatory check box to mark it mandatory.

    A mandatory deliverable cannot be deleted by a user of the Stage Gates screen.

  7. Click the Save button.

    • Click the Delete Row(s) icon to delete the deliverable.

    • To mark the deliverable as optional, de-select the Mandatory check box and click the Save button. By default, new rows are set to optional.