All Milestones
Milestones are goal based targets in a project. Milestones are listed by their status (Active, Completed, and Archived).
- Click Milestones in the top navigation panel. You will see a list of milestones shown under two categories.
- Click Projects and in the left navigation panel, select the project for which you would like to set milestones.
Active Milestones
All current, upcoming, and overdue milestones are listed under Active Milestones category.
Add a Milestone
- Click Add Milestone in the upper-right corner of the page.
- Give a name for your Milestone and set its Start and End Dates.
- Select a Owner for the milestone.
- Set the Milestone Flag. If the flag is Internal, only the portal users can access the milestone. If it is External, the client users can also access it.
- Click Add.
Edit or Delete a Milestone
- Hover over an active milestone.
- Click
to Edit and update its attributes; Complete to close it; Delete if you no longer need it; view the Release Notes to get the list of completed tasks and bugs in the milestone, and apply blueprint to the milestone. Milestones having tasks with invoiced time logs cannot be deleted.
Move Milestone
Move milestones between projects.
- Navigate to a milestone.
- Click on the relevant milestone and then click
- Click Move.
- Select a project from the drop-down.
- Click Move Milestone.
Milestones having tasks with invoiced time logs cannot be moved.
Release Notes
Release Notes has the list of the completed tasks and bugs in the milestone.
- Hover over an active milestone.
- Click
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