How to Add a Product to a Gate

 SOP: How to Add a Product to a Gate Purpose

To associate a product with an existing Gate so that product development activity can be tracked within the relevant project.

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When to Use

Use this process when:

• A new product is being developed as part of a project.
• An existing Gate requires a product association.
• Multiple products need to be linked to a project.

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Steps

Step 1: Open the Gate

1. Navigate to the required Gate.
2. Open the Gate record.
3. Review the project details.

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Step 2: Locate the Product Section

1. Scroll to the associated products area.
2. Select Add Product.

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Step 3: Create or Associate a Product

1. Search for an existing product if applicable.
2. If no product exists, create a new product record.
3. Complete any mandatory product fields.

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Step 4: Associate the Product

1. Confirm the correct product is selected.
2. Save the association.
3. Verify the product appears within the Gate record.

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Step 5: Review the Association

1. Open the product record if required.
2. Confirm the Gate relationship is visible.
3. Check that all project information is linked correctly.

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Outcome

Upon completion:

✅ Product is linked to the Gate

✅ Product activity can be tracked within the project

✅ Project and product records remain connected

✅ Visibility is maintained throughout the development process

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Common Mistakes

❌ Associating the wrong product

❌ Creating duplicate product records

❌ Not checking existing products before creating a new one

❌ Failing to save the association

❌ Linking the product to the wrong Gate

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Category

📁 Innovation Hub
→ Gate Management

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Related Articles

• How to Create a New Gate (Part 1)
• How to Create a New Gate (Part 2)
• How to Review Product Details
• How to View Companies Associated with a Product
• Gate Management Overview