How do I add a document to a gate?

Documents can be local files on your computer or URLs and may be added to a project at any time. A document can be uploaded as a project level document or tied to a specific gate. This article describes how to add a document to a gate.

1. Click Project

Click Project
  • On the Icon Bar, click the Project button.

 Note: Clicking the Project button on the Icon Bar will take you directly to the Summary page of the last work you visited.

2. Click Add / Remove

  • Click Add / Remove.

3. Click Add New

  • Click Add New.

4. Click Continue

Click Continue
  1.    Choose Document from the Type drop-down box.
  2.    Specify whether the document is required or not. A required document must be completed before a gate can be approved.
  3.    Click Continue.

5. Select File or Enter URL

  • In the Add document deliverable dialog box, click Browse... to choose a file, or type in a URL location.

5.1. Select Gate

Select Gate
  1. From the Add to drop-down, select the check box next to the gate or gates under which you want to add the document.
  2. Click Done.

5.2. Enter Document Details (Optional)

Enter Document Details (Optional)
  1. In the Title field, type a title for your document. If a title is not entered, the file name will be used.
  2. Enter or select additional information as needed.
  3. Click Add Deliverable.
  4. Repeat Step 5 to add additional documents or URLs as gate deliverables.

PPT Image: If the document is an image file (.jpeg, .png, or .gif file formats), check this box if you want the image to be included in your PowerPoint project summary file. The PowerSteering Administrator must have the PowerPoint template configured to use images.

Display on summary page: If the document is an image file (.jpeg, .png, or .gif file formats), check this box if you want the image to appear in the Details section of the Project Summary page.

6. Create Placeholder (Optional)

Create Placeholder (Optional)
  • At the gate level, you have the ability to add a placeholder document and make it required for conditional purposes. To create a placeholder document, you simply enter a tile for the document and do not upload anything. This creates a placeholder that allows a user to upload the document at a later time.

7. Click Done

Click Done
  • Click Done to upload all selected documents.

8. View Deliverables

  • The newly uploaded document appears as a deliverable under the selected gate.


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