Add stage/phase gate process to your project

To add a stage/phase gate process to your project:

  • Navigate to your project.

  • Select the Progress tab.

configure stage gate for a project

  • 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.

choosing a stage gate template for a project

  • Select a template you wish to use. All the stages of that template will now be added to your project.

stage gate process using two project templates

  • 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.

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