Removing Documents from Gate Meetings

For some stages in the project, there may be deliverables that contain information that must be gathered or saved but that is not necessary for the gatekeepers to review at a gate meeting. Or, you might want to remove a deliverable from a certain gate if the situation makes it unnecessary. Set these documents as Not Required within the stage to remove these documents from gate meetings.

The Allow "Not Required" status for deliverable option must be set for the deliverable on the process model to set the deliverable status to Not Required.

To remove a document from a gate meeting:

1. Display the project and select the Stages page to display all deliverables and activities in the stage.
2. Identify the document in the list that you want to remove from the gate meeting.
3. In the Status list, select Not Required.

If the Not Required status is not available, the document is required and cannot be removed from the gate meeting.

4. Click Apply to save your changes.

Notes:    If you are using Accolade's integration with Microsoft Project, the document owner of the Microsoft Project plan for the project also has the right to change the status of deliverables and activities through the project plan.