Stage Gates
Types of Project Stage Gates
Stage gates are checkpoints within a project phase that help project teams and PMOs control the progression of work. Each gate has a Gate Mode that ...
Informational Stage Gates
Informational Stage Gates are non-blocking, display-only stage gates that are always treated as closed. Unlike Declared stage gates, where a project...
How to setup Stage Gates for External System Workflows
Scope of this article: This article covers External Workflow gates where no Fluid approval is configured — the external system has full control ove...
External Workflow Gates Paired with Approvals
External Workflow gates allow an external system — such as Power Automate, ServiceNow, or Azure DevOps — to control the progression of a Fluid project...
Protected Document Workflow in Stage Gate Approvals
When your organisation uses stage gates with approval workflows, documents often play a central role — business cases, design specifications, risk ass...
Restart stage gates when approvals need to be revisited
Stage gates are checkpoints in your project workflow that control whether a project can move forward to the next phase. Sometimes a gate decision need...
What Happens to Documents When You Restart a Workflow-Based Stage Gate?
If a stage gate is restarted, what happens to the documents that were already synced to the project? The short answer is simple: nothing is lost . If...
How to Bulk Edit Stage Gates Using Excel
This guide explains how to use the bulk edit feature to manage Stage Gates and their associations with methodology phases through Excel. Access to the...
