Project Methodologies and Stage Gates

Methodologies & Phases

• Methodologies, Phases and Tasks Configuration
• Renaming or Deleting Methodology Phases — What Happens

Stage Gate Fundamentals

• Types of Project Stage Gates
• Stage Gates Configuration
• Applying Stage Gates to Projects: Merge vs Force
• How to Bulk Edit Stage Gates Using Excel

Gate Types & How to Use Them

• Informational Stage Gates
• How to setup Stage Gates for External System Workflows
• External Workflow Gates Paired with Approvals
• Stage Gate Packages

Working with Approvals & Restarts

• Restart stage gates when approvals need to be revisited

Collecting & Protecting Artifacts

• Protected Document Workflow in Stage Gate Approvals
• What Happens to Documents When You Restart a Workflow-Based Stage Gate?

Stage Gates in a Project Hierarchy

• Rolling Up Child Project Gates to a Parent Project
• Project Applicability on Stage Gates