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Prepare an Idea for Gate Scoring

  1. Open the idea properties page and click Idea Gate Review.

    The idea gate review page appears.

  2. Complete the following fields in the Gatekeepers section:
    Gatekeepers - Gate 1

    The users assigned to provide a gate score to the project. This field is optional if a resource is assigned to the Gatekeepers - All Gates selection.

    Gatekeepers - All Gates

    The users assigned to provide a gate score to the project. This field is required if more than one gate approval step exists, or if no resources are assigned to the Gatekeepers - Gate 1 selection. The gatekeepers are carried over to the project and remain gatekeepers during later stages in the process.

  3. Save the changes.

    The filter page appears.

  4. Open the New Product Development menu, and click Idea Management Dashboard.
  5. Click on the action item in the My Action Items section.
  6. Select Go from the Status drop-down list.
  7. Save the changes.

Your action item closes and the idea is now listed in the Idea Gate Review section of the overview page of idea management dashboard. The status is Running. Additionally, creates a Gate Score action item for the gatekeepers assigned to the project.