Managing Gate Meetings

Use Gate Meetings to review initiatives across multiple projects in a single view. Gate Meetings allow users to have a high-level view of project readiness, and provide an ease of managing processes during project life-cycles. Manage all gate meetings you create or are a participant in from the My Work Calendar page.

To create a gate meeting from the My Work Calendar page:

1. From the Workspace menu, select My Work Calendar.
2. Select a date to open the gate meeting dialog.
3. Do one of the following:

• Click Yes to create the meeting on the date that displays.
• Click No to select a different date or cancel creating the gate meeting.

4. Complete the following gate meeting information:

Field	Description
Name	Enter a name, up to 64 characters long, which identifies the gate meeting.
Date/Time	Dates displays based on the user's Accolade date format and time displays as 24-hour time format.
Location	Provide detail of where the meeting takes place.
Description	Enter a description of the purpose or nature of the gate meeting.
Additional Participants	Select users associated to projects in review, or users that provide insight and knowledge into gate meeting initiatives. Only roles identified in the configuration display in the additional participants dialog. Send an email to all participants or send calendar reminders through email.
Meeting Notes	Provide additional details about the meeting.
Available Projects	Provides a list of projects and gate dates. Click the project name to view the project in a new window. Select to filter the project list. Projects displaying are gate ready. Select the project check box and click to move projects from the Available column to the Projects to Review column.
Projects to Review	Provides a list of projects and their associated project gate and gate decision. Schedule the projects in order of desired discussion for the selected gate meeting. Click the project name to open the project details in the gate meeting dialog. Select to move projects back to Available.

5. Click Apply to save your changes.

To update gates you are participating in:

1. From the Workspace menu, select My Work Calendar.
2. Find the date of the gate meeting and select the gate meeting name.
3. Make updates to fields listed above.
4. In the Projects to Review column, click the project check box, then click Apply to remove the project from the agenda.
5. Do any of the following:

• Click Apply to save your changes.
• Click Close Gate Meeting to complete the gate meeting.

Closed gate meetings are no longer available on the My Work Calendar page.

• Click Delete Gate meeting to remove the gate meeting.
• Click My Work Calendar to go back to the My Work Calendar page.

6. To move a gate meeting without opening the dialog, drag and drop the gate meeting to another date, then click Apply to save your changes.

Notes:    Process Managers create and schedule gate meetings, adding Project Managers and Gate Keepers as participants. Enable email notifications to receive notices for scheduled gate meetings and status updates. Gate meeting objects are optional Accolade configuration solutions that you may not have access to. To implement this solution, contact Sopheon Customer Support.