How do I add a new condition?

Conditions can be defined which apply to project gates (phases). If a condition is not met for a gate, the approval of that gate cannot be requested. If a gate does not require approval, a user will not be able to advance to the next gate until the conditions are met. This article describes how to add a new condition.

1. Click Conditions

Click Conditions
  1. On the Icon Bar click the Admin button.
  2. Click Configuration to expand the menu, then click Conditions.

2. Click Add New

  • Click Add new.

3. Define Condition

Define Condition
  1. Enter condition information.
  2. Click Add.

Name: A name for the condition.

Description: Text that describes the condition's purpose (optional).

Tags that must be provided: Select tags that are required to be filled out before gate approval can be requested.

Custom fields that must be provided: Select custom fields that are required to be filled out before gate approval can be requested.

Roles that must be staffed: Select roles that must have users assigned to them before gate approval can be requested.

A budget must be provided: Select this check box to require a budget be filled in before gate approval can be requested.

A baseline must be taken: Select this check box to require a baseline be taken before gate approval can be requested.

There must be no open issues: Select this check box to require that there are no open issues before gate approval can be requested.

There must be no open risks: Select this check box to require that there are no open risks before gate approval can be requested.

4. View Conditions

  • View newly created condition in conditions list.

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