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 Administrator or 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 Process Step for Editing

Open the Plan Details Form Editor for the desired Plan Type.
Locate the Process Flow Steps configuration.
Select the step you want to configure.
Click the Edit icon for that step.

Task: Enable a Standard Stage Gate

In the Edit Step form, go to the Stages tab.
In the Stage Type field, select Standard Stage Gate.

Task: Configure Next Steps in the Workflow

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

Task: Configure Stage Gate Rules

Define the logic that controls progression (for example: field-based conditions or approvals).
Configure conditions such as:
- Field value comparisons (for example: budget thresholds)
- Approval requirements
Add validation rules to enforce:
- Fields contain required data
- Fields do not contain restricted data
Configure outcomes such as:
- Allow progression to the next step
- Stop the workflow
- Display warning messages
- Update plan fields or states

Task: Save and Apply the Stage Gate

Review all configured steps and rules.
Save the changes to the Plan Details Form.
Validate the workflow by progressing a plan through the configured step.

Why This Matters: Stage Gate Workflows

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.

Preventing Incomplete Plans

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

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 does not meet the configured rules, OnePlan will block progression to the next process step and may display a warning or require updates before continuing.

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

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