Submit Project for Stage Gate Review - EcoSys - 4.02 - Help - Hexagon PPM

EcoSys Portfolios Help (4.02)

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English
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EcoSys
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EcoSys Standard Version
4.02

Once all the deliverables are complete in a stage gate, the Submit hyperlink appears in the Gate Review panel. Only projects with an In Development, Active, or Rework status may be submitted. When the project is submitted, View hyperlink appears in Stage Gate Register panel after a screen refresh and the status of the stage gate name changes to <StageGateName> In Review, where <StageGateName> is the name of the stage gate setup by the administrator. Also, a log entry appears in the Stage Gate Log panel.

  • To view the Submit hyperlink, click the Refresh icon.

  • Once the stage gate is submitted, its deliverables cannot be updated.

  • When a stage gate is submitted a notification appears on the Visual Workflow Notifications icon.

This procedure allows you to submit the stage gate for review:

  1. Navigate to Portfolios > Stage Gates.

  2. Click the Gate Register tab. The Stage Gate Register panel appears.

  3. In the Submit to Gate Review column, click the Submit button. A confirmation dialog box appears.

  4. Click the OK button.

  5. If required, click the Refresh icon to update the screen. In the Gate Register panel, the status of the project changes to <StageGateName> In Review and a View hyperlink appears in the Submit to Gate Review column.