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. Once a new stage gate is created, 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.

    The Create Stage Gate dialog box appears.

  3. Click the Stage Gate Process ellipsis to 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 other stage gate in EcoSys.

  5. Click the Run button. The Create Stage Gate 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 created. A Deliverables hyperlink appears in corresponding to the new stage gate created.