Quality Gates MOD009CU6

Access

• Portfolio Management → Multi-Portfolio Board → Portfolios → Click on the ID of the required portfolio → Portfolio panel → Quality Gates

Information

• The Quality Gates module serves to
  • assign quality gates to individual planning objects of the portfolio and
  • check the current status of achieved objectives of the existing quality gates in the planning objects of the portfolio.

• Quality gates are so called controlling elements which serve as a bridge between portfolio management and project management. Having a similar functionality like gates or master milestones, quality gates serve to make the project implementation phase more transparent by means of date bound "project stage checks".

Details

• Planning objects for which quality gate templates have already been copied are listed in the Planning objects with quality gates area, those for which no quality gate templates have been copied yet are listed in the Planning objects without quality gates area.

Note

• Since in PLANTA Standard ideas do not contain schedules, they will not be listed in the Quality Gates module.

Assign Quality Gates to Planning Object

Information

• Quality gates cannot be included in the planning objects arbitrarily but only via quality gate templates.
  • In the quality gate templates, all required quality gates are defined with the respective todo items and dates.
• A quality gate template is selected for each portfolio in the Active template field in the Portfolio Core Data module, which is
  • either copied automatically to the required portfolio planning objects as soon as a planning object is assigned to the portfolio. For this purpose, an activation of the Copy QG template automatically parameter in the Portfolio Core Data module becomes necessary.
  • or can be copied and pasted manually. For this purpose, see the procedure below.
• If planning objects are assigned to the portfolio before a quality gate template has been selected or if the selected template has been changed afterwards, the new template must be inserted in the required planning objects manually.

Copy quality gate template manually to the planning objects

• Click on the Copy quality gate template button in the line of the required planning object.
  • As a result, the quality gates defined in the quality gate template valid for the portfolio are copied to the planning object and the dates of the quality gates and their todo items are automatically calculated and visualized on the basis of the start date selected in the template and the time interval.
    • The dates of the quality gates are then visualized below the time scale in the form of rhombs.
  • Adjust the dates (requested dates) of the quality gates and todo items if required.
  • To see the quality gates in the planning object, click on the Open schedule button. The Schedule module of the planning object with the Short version module variant (the Base module variant in the case of programs) will be opened. The quality gates copied in are displayed below the time scale next to the possibly existing planning object gates.
    • If you only want to see the quality gates in the project, you can switch to the Quality Gates module variant in the Schedule module.

Note

• If no quality gate template has been defined for the portfolio yet, the following message is displayed when you try to copy in a template: Please select a quality gate template in the Portfolio Core Data first.

Caution

• Since, from a technical point of view, quality gates are tasks, the requested end dates calculated for them can influence the project dates. Since the quality gates are automatically copied to the planning object when the planning object is assigned to the portfolio, please check and possibly adjust the dates of the quality gates after you have assigned a planning object to the portfolio.

Delete Quality Gates from Planning Object

Procedure

• Click on the Delete quality gate template button in the line of the required planning object.
  • As a result, the quality gates will be deleted from the planning object.

Check Current Status

Procedure

• Expand the tree structure of the required planning object.
  • In the Completed field, the automatically calculated degree of completion of the quality gate is indicated by a traffic light color and a percentage specification.
• Below each quality gate, the individual todo items are listed with% completed and the preset date.
  
  • Due to the traffic lights on the Date field, the portfolio manager can quickly recognize whether a todo item was completed on the preset date (traffic light: green) or whether the date has already been exceeded but the todo item has not yet been completed (traffic light: red).
    • The same traffic light is also implemented on the Date field on the quality gates, so that you can quickly recognize the adherence to schedule in connection with the degree of completion here.
  • If the processing status of a quality gate meets the expectations of the portfolio manager, he/she can activate the checkbox of the Approval field. As a result, the actual end date is set in the Approved on field and the quality gate is considered completed.