A brief demonstration of how to set up a Gate within AMIGO. Here we are at our program dashboard, and we're going to click on our Road Map in our Governance. We'll click on Gates. Here's a list of many gates that I've set up for a company. I'm going to click on his first one called the prepare phase close-out gate. This one is in an approval state because it has a bunch of things going on. I wanted to give you a demonstration that shows you a couple of new things here. First, you see that's an approval from our status. This has a 10-day window in which you have to get approvals. This is saying that starting on day five, e-mails are starting to let people know that they need to approve the gate. And these are the people who are part of the RACI chart. The gate information here will be setting up the name, the description, is it a phase or a milestone, and if it's a milestone, what is the milestone? So the name is such pretty high-level information. The details come in the Gate Metrics and results. You see, we have a bunch of gate metrics with potential results here. We will talk about those in another lesson. We have a RACI Chart. Then you start seeing that we have a couple of individuals who have approved this, but we're still waiting on one person to approve. And that would be a user who is the responsible person. So he/she would have to basically call himself/herself to say, let's get this thing approved so we can move on and start driving value to close these gate metrics out. Right now, if I were to have logged in as his/her user, there'd be an email asking him/her to go and approve this gate. That same e-mail message would be part of his/her user timeline.

Object	Usage Notes	Visibility	Filter & Search Criteria
Hyperlink to Portfolio	Parent
Hyperlink to Project	Child

Gates have the RACI relationship, and because this is a governed process, we're going to have a RACI chart. This is where you need to define who's gonna be responsible, who's accountable, who you need to consult with, and who needs to be informed about your Gate. Then you have these things called gate metrics and results. These are the actual metrics by which you're going to be measuring compliance to that gate.

Then you have the approvals. Using the Take Action button approval process can be performed. And this is how you're going to go going off, signing off on the gate. This is typically you're responsible, accountable, and consulted parties.

Here's a diagram of our Gate Approval workflow. It's one of those approvals that have embedded approval. Because first, we're going to establish the Gate and come up with what the Gate Metrics are, and then based on that Gate, we will go and approve the Gate and Gate Metrics. But then, when we go through them, we want to finalize those Gate Metrics' actual results, and all those gate metrics are completed. The final gate will be auto-approved. This will allow us to track just how many gate metrics have been created and how many gate metrics have been approved. Then when that last gate metric has been approved, the overall gate will be approved.

Gates provide formal checkpoints to validate project readiness before proceeding to the next phase. They ensure quality standards are met, risks are acceptable, and stakeholder approval is obtained before committing additional resources.

Use Case	Description
Phase Transitions	Validate readiness to move from design to build
Go-Live Decisions	Approve production deployment
Investment Gates	Authorize funding for next phase
Quality Gates	Verify testing completion and defect closure
Compliance Gates	Confirm regulatory requirements are met

1. Preparation - Define gate metrics and success criteria
2. Evidence Collection - Gather supporting documentation
3. Review - Present to gate reviewers
4. Decision - Approve, conditional approve, or reject
5. Action - Address conditions or proceed

• Phase Gates: Major transitions between project phases
• Milestone Gates: Significant achievements within phases
• Quality Gates: Technical quality checkpoints
• Financial Gates: Budget and investment decisions

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• Governance - Governance overview
• Operational Readiness - Go-live readiness
• Scope Management - Scope context
• Gate Metrics and Results - Gate criteria