Edition: Enterprise
User-level: Project manager, Director, Assistant Administrator, System Administrator
Previous steps: Work Breakdown
A milestone is a major deliverable within a Project and is marked in the Schedule and work breakdown so staff can keep track of key dates and tasks.
What is a milestone
Think of a milestone as a key date. You can use it as a scheduled date, at the completion of a task. For example, the task might be Construction documentation. The milestone might be Deliver to client.
You are able to report on milestone status (complete or incomplete)
You are unable to register time on milestones.
You cannot put a fee on a milestone.
You cannot assign a rate/staff to a milestone
Adding a milestone
From the project
Project menu > planning > Schedule
On the panel on the left, expand the stage under which you want to add a milestone.
Select the plus icon to the right of the stage name
Change the circle(which is a task) to the diamond (which is a Milestone)
Type the name of the milestone in the field and click out of the field to save it. If you press enter, it will add a new task below the current line.
Any changes you make will not be saved if you leave the milestone field blank and click out.
Edit Milestone
Change Milestone Dates
You can change the milestone date from the work breakdown page or the schedule
From the work breakdown:
Project menu > Plan > Work breakdown
Click on Edit in the top right hand corner
Open the stage the milestone is associated with
Type the new due date in the 'Due date' column or use the calendar to pick a date.
Click Save in the top right hand corner.
From the Schedule:
Project menu > Plan > Schedule
Open the stage the milestone is associated with on the panel on the right-hand side
Either click on the milestone and enter the planned end date on the right
OR click on the milestone and drag it to the planned end date.
Set milestone as complete
You can mark a milestone as complete from the work breakdown page
Project menu > Plan > Work breakdown
Click on Edit.
Open the stage the milestone is associated with
Select the toggle to mark the milestone as complete
Click Save.
Delete a milestone
Project menu > Plan > Work breakdown
Click on Edit.
Open the stage the milestone is associated with
Select the red 'x' to the right of the milestone
Select 'Save' in the top right.
Report on milestones
You can report on milestones from within the project or from the in the organisation reports screen. Milestone reports will show you milestones for all stages of the project and their status. These are intended to track the project is progressing.
From within the project:
Project menu > Plan > Milestone report
Expand the stage to see the associated milestones.
The planned date column shows when the milestone's scheduled completion date.
The actual column is the difference (in days) between the milestone completion date to today’s date.
From the organisation reports page:
Go to organisation menu > reports
Run the Milestone Project - Milestone Due report.
Where to next?
What other features does this relate to?