From quote to live: the project stage

Click Quotes on the left and open the final quote. Click Start project at the top: New project opens with the quote, the client, the name and the offered price as budget already filled in. Give the project a short name, link the Flow environment where the work is built (Development) and click Create project. The project follows the version of the governance profile that applies now. (Projects → New project works too: choose the quote there.)

The Stage tab shows the project's chain, from Request to Evidence. Request and Estimate are done: the project exists and the quote has lines. Now it is at Accept and fund. At every gate you see the seats: which duty must approve and who holds that duty. At the top, What next? says what is expected of you.

In the governance profile Security is consulted (C) at Accept and fund. As soon as that stage starts, whoever holds the duty Security in the project's team (tab Team) gets the request for advice: here Bob. He opens the project, writes his advice and sends it. The advice is with the stage and in the decision ledger.

Back with you: What next? says Accept and fund is waiting for your approval as Management. Click To the gate, then Approve at your seat, and record it. The decision gets a number in the decision ledger. The gate still waits for the second seat: Project manager.

The second approval must come from someone else; the same person may not fill two seats of one gate. Bob holds the duty Project manager and approves. With that the gate is open and the project moves on to Compose the team.

On the Board tab, click Fill the board from the quote. The quote's structure (epics, features and items, with acceptance criteria and hours) lands on the board of the linked Flow environment. There the team plans and builds; the progress comes back into the chain. Open the board in Flow takes you there.

Back on Stage, choose 3D: the same chain as a landscape of islands, with at every gate who approves. Accept and fund is done; the project is now at Compose the team. Overview shows the whole chain, To the current stage flies you back. You can do exactly the same there as in 2D; the 2D chain stays the default and the fallback.

Click Decisions on the left and choose All decisions. The advice from security, the two approvals and the filling of the board are there, each with who, as which duty and when, in a chain that checks itself.