How to Configure a Standard Stage Gate

Direct Answer: How to Configure a Standard Stage Gate in OnePlan

To configure a Standard Stage Gate in OnePlan, open the Plan Details Form Editor, select a process step, then go to the Stages tab and choose Standard Stage Gate as the Stage Type. From there, define the Next Steps in the workflow, configure routing logic, and apply rules such as approvals or data validation to control how plans progress. Once configured, the stage gate enforces governance by preventing plans from moving forward unless required conditions are met.

What This Article Covers: Stage Gate Configuration

This article explains how to configure a Standard Stage Gate using OnePlan’s native stage gate workflow feature.

What you will accomplish After completing this article, you will be able to configure a process step with a stage gate that controls plan progression using routing logic, approvals, and data validation rules.

Before You Begin: Configure a Stage Gate

• You must have Owner permissions in OnePlan.
• The Plan Details App must be installed and configured.
• A Plan Type with defined process flow steps must already exist.

Step-by-Step: Configure a Standard Stage Gate

Task: Open the Stage Gate Configuration for a Process Step

1. Open the Plan Details Form Editor for the desired Plan Type.
2. Select the ⋮ (kebab) menu for the process flow step you want to configure.
3. Select Edit.
4. In the Edit Step form, go to the Stages tab.

Task: Enable a Standard Stage Gate

1. In the Stage Type field, select Standard Stage Gate.

Task: Configure Next Steps in the Workflow

1. In the Next Steps section, click into the Add Step field.
2. Select the process step the workflow should route to (for example: Execution).
3. Repeat as needed to add multiple possible next steps.
4. Click the Edit icon for a configured step to define rules and behavior.

Task: Configure Stage Gate Rules

Define the logic that controls progression:

1. Configure conditions such as:
   • Field value comparisons (for example: budget thresholds)
   • Approval requirements
2. Add validation rules to enforce:
   • Fields contain required data
   • Fields do not contain restricted data

Once configured, OnePlan enforces the rule automatically: if a plan fails the rule, the workflow stops and the user sees a warning message explaining what failed and why they can’t advance. When the user resolves the issue so the plan satisfies the rule, they can select Next to move the plan forward to the configured next step.

Task: Save and Apply the Stage Gate

1. Review all configured steps and rules.

2. Save the changes to the Plan Details Form.

3. Validate the workflow by progressing a plan through the configured step.

Why This Matters: Stage Gate Workflows

Context: Enforcing Governance

A Stage Gate controls how plans move through lifecycle stages by applying rules and approvals before progression. This ensures plans meet organizational standards before advancing.

Context: Preventing Incomplete Plans

With stage gate rules, you can prevent plans from progressing unless required data is present, reducing incomplete or inconsistent submissions.

Context: Enabling Data Validation

Stage gate rules now support validation logic such as verifying whether a field contains or does not contain required data. This allows organizations to enforce data quality directly within the workflow.

Frequently Asked Questions: Stage Gate Workflows

Can I prevent a plan from advancing if required data is missing? Yes. In OnePlan Stage Gate Workflows, you can configure rules that require fields to contain specific data before allowing progression, preventing incomplete plans from moving forward.

What happens if a plan does not meet the stage gate rules? If a plan fails a configured rule, OnePlan stops the workflow and shows the user a warning message explaining what failed and why the plan can’t advance. Once the user resolves the issue so the plan satisfies the rule, they can move forward to the next process step.

Can I route a plan to different steps based on conditions? Yes. A Standard Stage Gate allows you to configure multiple Next Steps and define logic that determines which step the plan moves to based on conditions or approvals.

Do stage gates support approvals? Yes. Stage gates can require approvals before a plan progresses, ensuring governance over transitions between lifecycle stages.

What to Do Next: Stage Gate Workflows

Get started with related tasks

• Stage Gate Workflow Configuration in OnePlan - Guided Workflow
• How to Configure Plan Detail Forms in OnePlan
• How to Configure Auto Approval Stage Gates
• How to Configure Stage Gate Approvals