Evaluate Stage Gate - 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

This procedure enables the workflow users to process the submitted stage gates. Once a stage gate is processed, log entry appears in the Stage Gate Log panel.

  1. Navigate to Portfolios > Stage Gates.

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

  3. In Submit to Gate Review column, click the View hyperlink. The Visual Workflow Instance dialog box appears.

    stagegate_virtual_workflow_4.01

  4. (Optional) Type the required Comments.

  5. Perform any of the following actions:

    • Click the Pass Gate Review button to accept or pass the stage gate.

    • Click the Rework Required button. This sends the project for rework, where the project details can be updated and resubmitted for the review.

    • Click the Reject Project button. The project is rejected.

    • To view the log entry, click the Log tab.

    • To view the status log of the opportunity, click the Status hyperlink in the Opportunity Register panel.

    • Once the last stage gate is (passed accepted), the project is active for use in EcoSys.

    • Workflows should not be cancelled without first consulting with an EcoSys Portfolios Administrator.

    • If a workflow is cancelled, an EcoSys administrator must perform activities to enable the Opportunity to be processed.

      SHARED Tip The workflow user can also accept, reject, or send the stage gate for rework by clicking the Visual Workflow Notifications icon.