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Updated by Jens Ulferts 3 months ago

**As** a project manager and project portfolio manager
**I want to** have a terminology in OpenProject which maps to my existing training in project management (PM2, PMflex)
**so that** I easily get familiar with adapting OpenProject in my projects.

**As** a project portfolio manager
**I want to** have gates be a property of a phase
**so that** I have an easier time managing them.

**Acceptance criteria**

* General:

* Gates are no longer a separate entity but a property of a phase.

* For now, phases can be configured
Rename "Stage" to have a gate at the end. A name can be assigned to that gate that is independent of the phase name.

"Phase"

* Phases were named stages before. This is Rename "Gates" to be changed throughout the application. Gates are to be called "Phase gates".

gate"

* Technical: The change in name it reflected throughout the code base.

* The icons uses to visualize gates (and phase gates) is changed according to the figma file.

* Global administration:

* The edit page of a phase has a boolean for activating the phase gate and an input for the name of the gate.

* The index page of the global administration shows the gates as a property of the phase.

* Project administration:

* The project administration displays the gates as a property of the phase. The activation state of a gate is therefore always toggled together with its phase.

* \[open\] How to display the stage name?

* Project list:

* Filters:

* The filters on lifecycle elements need to be adapted but the functionality of the filters remains the same.

* Columns:

* Gates are no longer separate columns. Instead, the column for a phase shows the gate as well.

* \[open\] How to display the gate name?

* Project overview:

* In the sidebar, the phases are listed (icon changes?)

* Gates are symbolized by an icon next to the phase dates.

* Seeding:

* The seed data following PM2 is adapted so that the gates are now properties of the phases.

* The
work package type currently called "Phase" is renamed in the seed data according to the table in the "Translation considerations" section.

* Migration:

* Existing gates following a phase are to be converted to phase gates of the preceding phase.

* Gates at the very beginning (before a phase) are ignored and will just vanish. The feature is still behind a feature flag and the seeded data does not have this edge case.

* Project lists don't need to be migrated. The feature flag is still in place.

* Journalization

* \[open\] Probably the journalization would change and become simpler. It needs to be determined if the gates remain to be mentioned separately. Proposal: They are not.


**Out of scope**

* There is migration changing the work package type "Phase" to "Summary task"
below.


**Translation considerations**

<figure class="table op-uc-figure_align-center op-uc-figure"><table class="op-uc-table"><thead class="op-uc-table--head"><tr class="op-uc-table--row"><th class="op-uc-table--cell op-uc-table--cell_head"><p class="op-uc-p">Current</p></th><th class="op-uc-table--cell op-uc-table--cell_head" style="text-align:center;" colspan="5"><p class="op-uc-p">New</p></th></tr></thead><tbody><tr class="op-uc-table--row"><td class="op-uc-table--cell"><p class="op-uc-p"><br></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><strong>EN</strong></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><strong>FR</strong></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><strong>DE</strong></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><strong>ES</strong></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><strong>IT</strong></p></td></tr><tr class="op-uc-table--row"><td class="op-uc-table--cell"><p class="op-uc-p">Stage</p></td><td class="op-uc-table--cell"><p class="op-uc-p">Phase</p></td><td class="op-uc-table--cell"><p class="op-uc-p">Phase</p></td><td class="op-uc-table--cell"><p class="op-uc-p">Phase</p></td><td class="op-uc-table--cell"><p class="op-uc-p">Fase</p></td><td class="op-uc-table--cell"><p class="op-uc-p">Fase</p></td></tr><tr class="op-uc-table--row"><td class="op-uc-table--cell"><p class="op-uc-p">Gate</p></td><td class="op-uc-table--cell"><p class="op-uc-p">Phase gate</p></td><td class="op-uc-table--cell"><p class="op-uc-p">Point de contrôle</p></td><td class="op-uc-table--cell"><p class="op-uc-p">Phasenübergang</p></td><td class="op-uc-table--cell"><p class="op-uc-p">Puertas de Fase</p></td><td class="op-uc-table--cell"><p class="op-uc-p">Passaggio di fase</p></td></tr><tr class="op-uc-table--row"><td class="op-uc-table--cell"><p class="op-uc-p"><strong>Work package types in seed data</strong></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br></p></td></tr><tr class="op-uc-table--row"><td class="op-uc-table--cell"><p class="op-uc-p">Phase</p></td><td class="op-uc-table--cell"><p class="op-uc-p">Summary task</p></td><td class="op-uc-table--cell"><p class="op-uc-p">Tâche récapitulative</p></td><td class="op-uc-table--cell"><p class="op-uc-p">Sammelvorgang</p></td><td class="op-uc-table--cell"><p class="op-uc-p">Tarea de resumen</p></td><td class="op-uc-table--cell"><p class="op-uc-p">Attività di riepilogo</p></td></tr></tbody></table></figure>

**Figma link** **Out of scope**

https://www.figma.com/design/4Z950sfYbceOqUN6sFV7Mr/Project-Portfolios%3A-Stages-and-Gates?node-id=2241-25240&amp;p=f&amp;t=KDojqVwe6z9BG8Ze-0 * There is migration changing the work package type &amp;quot;Phase&amp;quot; to &amp;quot;Summary task&amp;quot;

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