Add a stage gate to a tender schedule

A stage gate is a tool to aid decision making. See Stage gate template steps for more information.

You can add an ad hoc stage gate to a tender. However, unlike stage gates added through the tender template, you cannot configure any dependencies for the ad hoc stage gate. Dependencies can only be configured at the tender template creation stage.

Stage gates can only be added to a tender template if there is a business process role available in the Organization, business unit or project/dept, which has been published, has members, and has transmission slips configured for it.

The following users can add stage gates to a tender schedule:

• Tender administrators.

• Any tender team member with the Tender - Write Access permission.

To add a stage gate to a tender schedule:

1. Navigate to the home page of the tender. If necessary, click the Schedule tab.

2. Click the drop-down arrow for the schedule item, and select Edit Schedule Item from the menu.

   The Edit Schedule Item page is displayed.

3. Select the item above the position you want to add the new stage gate.

4. Click Add Below, and select Stage Gate from the menu.

5. Click Save.

   The stage gate is added to the tender schedule. A message is displayed asking you to associate a business process role with this stage gate.

6. Click the drop-down arrow for the stage gate, and select Edit Schedule Item from the menu.

   The Edit Schedule Item page is displayed.

7. Edit the stage gate's details as required.

8. Select the business process role which will be the Responsible Party for the stage gate from the Business Process Role drop-down list. The Responsible Party is the group of people from whom approval is needed to for the tendering process to continue.

   Only business process roles that have Are Transmission Slips required for Process Steps assigned to this Business Process Role? set to Yes are available.

   Note This cannot be edited once the stage gate has been saved.

9. From the Decision Set drop-down list, select the decision set which will be used by the Responsible Party for approval .

   Note This cannot be edited once the stage gate has been saved.

10. Click Save.

    A confirmation message is displayed.

    Note When a stage gate is added to a tender in this manner, the business process role and decision set for the stage gate can be modified. Only tender administrators can modify these BEFORE the stage gate package is issued.