Defining the Process Model Graphic

Accolade allows you to configure the process model graphic to suit your individual business and project needs. Configure the model’s colors and graphics associated with stages and gates to create a visual representation specific for your business and the process the model represents. Configured process model graphics display for all projects that use the model.

To select the process model graphic style:

1. From the System menu, select Process > All Models and create a gated, non-gated, or an idea model, or select the model to edit.
2. Click the Process Definition tab and navigate to the Appearance section.
3. In the Graphic Style field, select one of the following process graphic styles:

• Compact - Provides a version of the graphic that displays using less vertical space on the screen.

• Traditional - Provides a more conventional Phase Gate diagram as used in past Accolade versions, including separated icons for gates and stages.

The same information is available in both styles, and both styles offers the configuration options described below.

The selected graphic style displays at the top of the page.

5. Click Apply to save your changes.

To configure the stage display properties:

1. From the System menu, select Process > All Models and create a gated, non-gated, or an idea model, or select the model to edit.
2. Select the stage to edit in either the Model tree on the left or in the process graphic at the top of the page, and navigate to the Appearance section.
3. (Optional) To set an icon that displays in front of the stage name, click the icon selection box and select an icon.

Narrow the list of available icons by selecting a category.

4. Click Done in the dialog to save your changes or Clear to discard the icon selection and revert back to the default of no icon.
5. (Optional) Select a color from the color picker.

If known, you can enter an RGB, HSB or Hex numbers instead of picking a color. To select a specific color, enter the RGB, HSB or Hex number.

6. To apply your changes to all stages, select Apply fill settings to all stages in this model.
7. Click Apply to save your changes.

To configure the gate shape and colors:

1. From the System menu, select Process > All Models and create a gated, non-gated, or an idea model, or select the model to edit.
2. Select the gate to edit in either the tree on the left or in the process graphic at the top of the page, and navigate to the Appearance section.
3. (Optional) Select the gate shape by clicking the shape and selecting from the available options.

The default shape for gates is a diamond.

4. Click Done in the dialog to save your changes.
5. (Optional) Select a color from the color picker.

If known, you can enter an RGB, HSB or Hex numbers instead of picking a color. To select a specific color, enter the RGB, HSB or Hex number.

6. To apply your changes to all stages, select Apply fill settings to all gates in this model.
7. Click Apply to save your changes.

To configure the gate decision badge (shape within the gate indicating its status):

1. From the System menu, select Process > All Models and create a gated, non-gated, or an idea model, or select the model to edit.
2. Select the gate to edit in either the Model tree on the left or in the process graphic at the top of the page, and navigate to the Appearance section.
3. Click the decision badge icon to select a new shape.
4. Select a new decision badge from the available list.
5. Click Apply to save your changes.