System Roles

Gate Manager

Idea Manager

Process Manager

Management Rights

Manage Process

System Parameters

Enforce Project Security for Add Team Member

Assigning Gate Owners to Gates

Gate owners schedule gate meetings including the appropriate gatekeepers, and ensure that all the deliverables and gate documents are ready prior to the gate meeting. Process Designers can set the project manager or the project creator as the default gate owner in the process model. Process Managers with Manage Process rights can assign or change the gate owner for each gate in the project.

Only users with the Gate Manager user role or the Process Manager or Idea Manager user roles are available for selection as gate owners.

To assign a gate owner to a gate:

  1. Display the project and click the gate icon to display the gate details.
  2. In the Gate Owner field, do one of the following:
  • If a gate owner is not assigned, click [None].
  • If a gate owner is assigned, click the existing gate owner's name.
  1. In the Select a User dialog, select the gate owner from the list.

To filter the list of users, enter one or more search criteria to filter by name, login name, email address, function, or extended field.

  • Clicking Select current user will assign the role to the current user (if they have the appropriate rights).
  • Selecting a Function in the drop-down will display available users that are assigned to the function. The current selection defaults to the function to which you are assigning a user, however depending on the project configuration, you can assign any user.
  • Clicking the Show advanced filters check box displays or hides the additional filter options.
  • Clicking Clear removes the current user assignment, and displays [None] to indicate that no user is assigned.
  1. Click Done to exit the dialog.
  2. Click Apply to save your changes.

Notes:   

  • To remove a gate owner from a gate, click the existing gate owner's name in the Gate Owner field and click Clear in the dialog.
  • If the Enforce Project Security for Add Team Member system parameter is set 1, only Gate Managers who have access to the project are available to add as gate owners. You cannot add a gate owner as an exception to their security rights.
Learn More: