How to Create a New Gate (Part 1)

 SOP: How to Create a New Gate (Part 1) Purpose

To create a new Gate record and ensure all mandatory project information is captured at the start of the development process.

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When to Use

Use this process when:

• A new customer brief is received.
• A new development project is initiated.
• A project needs to enter the Master Tracker workflow.

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Steps

Step 1: Open the Gates View

1. Navigate to Gates.
2. Select the appropriate tracker or view.
3. Click Create Gate.

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Step 2: Enter the Gate Name

1. Complete the Gate Name field.
2. Follow the agreed naming convention.
3. Include the customer name and brief name where applicable.

Example:

Customer Name - Project Name

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Step 3: Select the Pipeline

1. Locate the Pipeline field.
2. Select the appropriate pipeline.

Example:

• Master Tracker

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Step 4: Select the Gate Stage

1. Locate the Gate Stage field.
2. Select the appropriate starting stage.

Example:

• Gate 0: Customer Project Created

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Step 5: Complete Mandatory Information

Complete all required fields marked with an asterisk (*).

Examples may include:

• Gate Description
• Launch Date
• Customer Information
• Project Details

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Step 6: Create the Gate

1. Review all information entered.
2. Confirm mandatory fields are completed.
3. Click Create.

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Outcome

Upon completion:

✅ A new Gate record is created

✅ The project enters the development workflow

✅ The project becomes visible within the Master Tracker

✅ Progress can be monitored through subsequent Gate stages

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Common Mistakes

❌ Using inconsistent naming conventions

❌ Selecting the incorrect Gate Stage

❌ Missing mandatory information

❌ Creating duplicate Gate records

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Category

📁 Innovation Hub
→ Gate Management

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Related Articles

• How to Create a New Gate (Part 2)
• Gate Management Overview
• Master Tracker Overview
• How to Progress a Gate Through Stages
• How to Assign a Chef Le
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