To add a stage/phase gate process to your project:
Navigate to your project.
Select the Progress tab.
- Select the Gear icon on the top banner to take you into configuration mode. This option is only visible to users with Project Owner permissions.
A set of pre-defined processes templates should be shown. This list includes both public and your own private templates.
- Select a template you wish to use. All the stages of that template will now be added to your project.
You can review the criteria under each stage by clicking on the stage chevron.
You may add on further templates to build up a series of stages. Just remember to add then in the sequence you want to use.
If you want to remove a template, select it again.
Press the Save icon on the top banner.
If you want to install your own custom template then contact us. We can get you set up in minutes.