How to Create a New Gate (Part 2)

 SOP: How to Create a New Gate (Part 2) Purpose

To complete the mandatory information required to create a Gate and assign ownership for the project.

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When to Use

Use this process when:

• Creating a new Gate.
• Setting up a new customer project.
• Assigning responsibility for project progression.

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Steps

Step 1: Enter Project Value

1. Locate the Amount field.
2. Enter the estimated project value.
3. Confirm the value is accurate.

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Step 2: Select Type of Sale

1. Locate the Type of Sale field.
2. Select the appropriate option from the dropdown list.

Examples may include:

• Seasonal
• Existing Business
• New Business
• Promotional Activity

Select the option that best represents the project.

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Step 3: Assign the BDM (Gate Owner)

1. Locate the BDM (Gate Owner) field.
2. Open the dropdown list.
3. Search for the relevant BDM.
4. Select the appropriate owner.

The Gate Owner will be responsible for progressing the project through the workflow.

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Step 4: Review Mandatory Fields

Before creating the Gate:

• Confirm all mandatory fields have been completed.
• Verify ownership is assigned correctly.
• Review project information for accuracy.

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Step 5: Create the Gate

1. Click Create.
2. Confirm the Gate has been created successfully.
3. Verify the project appears in the relevant tracker.

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Outcome

Upon completion:

✅ Gate is created successfully

✅ Ownership is assigned

✅ Project enters the workflow

✅ Progress can be tracked through subsequent stages

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Common Mistakes

❌ Leaving the BDM field blank

❌ Selecting the wrong owner

❌ Entering incorrect project values

❌ Selecting the wrong Type of Sale

❌ Creating the Gate without reviewing mandatory fields

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Category

📁 Innovation Hub
→ Gate Management

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Related Articles

• How to Create a New Gate (Part 1)
• Gate Management Overview
• How to Progress a Gate Through Stages
• Master Tracker Overview