Working with Checklists

A checklist identifies items of critical importance for making gate decisions. A checklist assists the project manager when planning the project and preparing for the gate. You can evaluate checklist items to decide whether to continue, hold, or cancel the project. A checklist is a collection of checklist items that are evaluated for making gate decisions.

Before you begin: Work with a project.
  1. In the schedule for a project, click the name of the gate.
  2. Click the Checklists tab.

    The page shows the checklists for the selected object, such as a gate. To expand a checklist to view its items, click the "+" next to its name.

    Name. The name of the checklist. Click the name to view the checklist in a separate window.

    Type. The type of checklist.

    State. The current lifecycle state of the checklist.

    Modified Date. The date on which the checklist was last modified.

    Response. The decision of the checklist object.

    Comments. Any comments about the checklist.

    Response Type. The type of response for the decision.

    Completed By. The date on which the checklist is expected to be completed by.

    Description. The description of the object.

  3. From the toolbar, select an action:

    Create New Checklist. Creates a new checklist to hold checklist items. See Creating a Checklist.

    Copy From Checklist. Copies one or more selected checklists and pastes them in the same Gate. Only the user who created the checklists can copy them.

    Add Checklist Item. Adds a checklist item under a checklist. See Creating a Checklist Item.

    Delete. Deletes one or more selected checklists or checklist items. Only a project lead can perform deletions.

    Approve. Approves one or more selected checklists or checklist items.

    Conditionally Approve. Creates a decision for which you add a description of the condition for approval.

    Hold. Places the gate and the project on hold.

    Terminate. Terminates the gate, which also terminates the project. A terminated project can be resumed.

    Enable Edit. Allows you to inline edit a checklist or checklist item. You can modify the Response and add Comments. See Editing a Checklist and Editing a Checklist Item.