We are in Process of applying Stage Gate process in Project Management. Can any one share how best they have implemented it.

[Nazia1]

Want to  hear from PMO's/Developers how there organization have implemented Stage gate process in Project across each phase and with different approvers.

[Dhiren Aghera]

Hi Nazia,

OOTB there is no workflow configuration which is triggered based on the Project phase/stage gate. In our Organisation, we are currently handling the stage-gate exit process manually and then moving the project phase. But we are working towards creating a robust approval process that will help us to automate the process.

You may have to customise your instance to configure approval workflows that will be triggered at each project lifecycle phase.

[melissahill]

We have done what Dhiren recommends - use workflows to progress from stage to stage.  We added a "Pending Approval"  field to show that the progression has been requested, and ensure they can not hit the UI Action again until the approvals are completed.

[Miguel Donayre]

Hello 

The three ways that I have seen a "gate" process implemented on the PPM module.

The 1st and simplest way is to add a template to a project with all tasks and sub-task added. There is no process or functionality when doing it this way. You get all the tasks at once, and there is no rhyme and reason. No really automation of state flow on the overall project. It's still manually driven.

The 2 way is to create a "workflow" to have some structure with it come to the sequence of creating and closing tasks. You can add approvals and set the state of a Project based on approvals and tasks' closures. Provides automation of task creating and changing of Project states. 

The 3 way is to create a "Flow," which is basically the same as the "workflow" method but a lot more user-friendly and low code.