Opening a Gate

You can access all the information related to a gate.

  1. View the tasks and gates for a project. See Projects Page.
  2. Click the name of the required gate.

    Category Name

    Page Tabs

    Description

    For More Information

    (name) N/A Shows the checklists for the gate. Working with Checklists

    Assignees

    N/A

    Lists the people assigned to the gate. Assignees can be assigned as an owner, assignee, or reviewer. They can be project members or from outside the project.

    Task Assignees Page
    Collaboration Bookmarks URL Lists bookmark URLS Favorites Page
    Decisions Lists the decisions Collaboration and Approvals User's Guide: Decisions
    Discussions Lists the discussions Collaboration and Approvals User's Guide: Discussions
    Meetings Lists the meetings Collaboration and Approvals User's Guide: Meetings
    Reference Document Reference Documents Lists any reference documents Collaboration and Approvals User's Guide: Documents
    Bookmarks URL Lists bookmark URLS Favorites Page
    Deliverables Deliverables Lists deliverables on the gate Deliverables Page
    Bookmarks URL Lists bookmark URLS Favorites Page

    Dependencies

    N/A

    Lists tasks that this gate depends on in order for the task to start or finish.

    Dependencies Page

    Properties

    Properties

    Lists basic information about the gate.

    Lifecycle Shows the lifecycle states for the gate Gate Lifecycle
    History Shows the history for the gate. 3DEXPERIENCE Basics: Viewing History for Content

    Risks

    N/A

    Lists risks that have been created for the gate.

    Risks and Risk Factors Page

    Routes & Approvals

    N/A

    Lists routes and approvals for the gate.

    Not available for a gate with the "Project review" policy.

    Routes in Collaboration and Approvals User's Guide: Routes

    Approvals Page

    Images N/A Shows any images associated with the task. Collaboration and Approvals User's Guide: Images Page
    Sharing N/A Shows the sharing and specific access controls on the task. 3DEXPERIENCE Basics: Sharing Page