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Updated by Niels Lindenthal over 1 year ago
**As a** project portfolio manager
**I want to** have an overview of the project timeline of the projects in different portfolios
**So that I** can more easily understand the status of each project in order to make portfolios decisions.
#### Acceptance criteria
**Administration**
* There is a feature flag to activate the new feature.
* EE: In the administration, there is a UI to define stages and gates (Administration -> Project -> Stages and gates)
* There is setting to differentiate a gate from a stage:
* A gate has only one date.
* A gate is visualized as a "diamond".
* There is a UI to select a color for each stage type/gate type.
**Project settings**
* Stages and gates can be activated and deactivated at a project level (similiar to project attributes).
* A dedicated project permission is required to do this.
* When copying projects the active status of gates and stages are copied too.
**Project overview**
* In the Project Overview there is a UI to show and edit stages and gates that are enabled for that project.
* There is a project permission to **see all** stages and gates in a project.
* There is a project permission to **edit all** stages and gates in a project.
* There is an edit action to be able to edit the dates for each stage and gate.
**Project list**
* Select individual stages and gates as columns for a project list (there is no option
* _\[Open:\] Should it be possible not to show/hide the columns for all display certain stages? When would it be useful to only show some stages?_
* _NL: Yes, there might be installations which have a large number of stages and gates).
gates. Those are not relevant in all cases. There might be situations when only a subset is relevant, e.g. a milestone like the project start date._
* The stage/gate is indicated in the column header as colored icon next to the name.
**Work package**
* A stage/gate can be is an attribute of a work package (similar to versions). versions)
* A work package can be optionally assigned to stages and gates (no multi-select).
* The type form configuration also included the attribute (stage/gate).
* The assignment Open:
* Can a work package be assigned to multiple stages?
* If yes, how would this affect scheduling? Would packages that start "As soon as possible" that don't have a predecessor take the start date of stages and gates does not impact scheduling.
the earliest available stage?
* Can a work package be assigned to a gate (checklist items)?
* Work packages can be filtered for stages and gates (similar to versions).
**Out of scope**
* Dedicated end point for start and finish date of a project
* Project types
* Automatic scheduling and duration
* Inheritance/sharing
* Timeline/Gantt
<figure class="image op-uc-figure"><div class="op-uc-figure--content"><img class="op-uc-image" src="/api/v3/attachments/66586/content"></div><figcaption class="op-uc-figure--description">Darstellung von Phasen und Meilensteinen in der Projektliste</figcaption></figure>
**Figma and visuals**
https://www.figma.com/design/4Z950sfYbceOqUN6sFV7Mr/Project-management%3A-Stages-and-Gates?t=S1AJidP1XbNcxlEm-0
**I want to** have an overview of the project timeline of the projects in different portfolios
**So that I** can more easily understand the status of each project in order to make portfolios decisions.
#### Acceptance criteria
**Administration**
* There is a feature flag to activate the new feature.
* EE: In the administration, there is a UI to define stages and gates (Administration -> Project -> Stages and gates)
* There is setting to differentiate a gate from a stage:
* A gate has only one date.
* A gate is visualized as a "diamond".
* There is a UI to select a color for each stage type/gate type.
**Project settings**
* Stages and gates can be activated and deactivated at a project level (similiar to project attributes).
* A dedicated project permission is required to do this.
* When copying projects the active status of gates and stages are copied too.
**Project overview**
* In the Project Overview there is a UI to show and edit stages and gates that are enabled for that project.
* There is a project permission to **see all** stages and gates in a project.
* There is a project permission to **edit all** stages and gates in a project.
* There is an edit action to be able to edit the dates for each stage and gate.
**Project list**
* Select individual stages and gates as columns for a project list (there is no option
* _\[Open:\] Should it be possible not
* _NL: Yes, there might be installations which have a large number of
**Work package**
* A stage/gate can be
* A work package can be optionally assigned to stages and gates (no multi-select).
* The type form configuration also included the attribute (stage/gate).
* The assignment
* Can a work package be assigned to multiple stages?
* If yes, how would this affect scheduling? Would packages that start "As soon as possible" that don't have a predecessor take the start date
* Can a work package be assigned to a gate (checklist items)?
**Out of scope**
* Dedicated end point for start and finish date of a project
* Project types
* Automatic scheduling and duration
* Inheritance/sharing
* Timeline/Gantt
<figure class="image op-uc-figure"><div class="op-uc-figure--content"><img class="op-uc-image" src="/api/v3/attachments/66586/content"></div><figcaption class="op-uc-figure--description">Darstellung von Phasen und Meilensteinen in der Projektliste</figcaption></figure>
**Figma and visuals**
https://www.figma.com/design/4Z950sfYbceOqUN6sFV7Mr/Project-management%3A-Stages-and-Gates?t=S1AJidP1XbNcxlEm-0