Working with Checklists

A checklist identifies items of critical importance for making gate decisions. A checklist assists the project manager when planning the project and preparing for the gate. Checklist items are evaluated in order to decide whether to continue, hold or cancel the project. A checklist is a collection of checklist items which are evaluated for making gate decisions.

Before you begin: One or more gates must exist in the WBS for the project. See Creating a WBS Task from Scratch.

  1. In the WBS for a project, click the name of the gate.

  2. Click the Checklists tab.



    The page shows the checklists for the selected object, such as a gate. The expand a checklist to view its items, click the "+" next to its name.

    Each checklist is defined by the following columns:

    Name. The name of the checklist. Click the name to view the checklist in a separate window.

    Response. The decision of the checklist object.

    Comments. Any comments about the checklist.

    Description. The description of the object.

    Completed By. The date on which the checklist should be completed by.

    Modified Date. The date on which the checklist was last modified.

    Type. The type of checklist.

    State. The current lifecycle state of the checklist.

  3. Use the page Actions menu or toolbar to work with the checklists:

    Create New Checklist. Creates a new checklist to hold checklist items. See Creating a Checklist.

    Add Checklist Item. Adds a checklist item under a checklist. See Creating a Checklist Item.

    Copy From. Use this command to copy one or more selected checklists and paste them in the same Gate. Only the user who created the checklists can copy them.

    Edit. Edits the selected checklist or checklist item. See Editing a Checklist and Editing a Checklist Item.

    Delete. Deletes one or more selected checklists or checklist items. Only a project lead can perform deletions.