Click to learn more about access privileges for Milestones.

Benefits

1. Milestones are indicators of a project's progress.
   
2. Measure project efficiency through milestone completion.
   
3. Associate milestone to a blueprint to automate a predefines process.

Predefined Views

1. All Milestones: lists all the milestones in the project
   
2. Active Milestones: lists all the active milestones including overdue and currently due (yet to be completed)
   
3. Completed Milestones: lists all the milestones that are completed
   
4. Overdue & Open: lists all the milestones that are past their due date and yet to be completed
   
5. Due this week: lists all the milestones that are due in the current week
   
6. Due this month: lists all the milestones that are due in the current month
   
   

My Views

1. My Active Milestones: active milestones owned by you
   
2. My Completed Milestones: completed milestones owned by you
   
3. Created By Me: milestones created by you
   
4. Milestones I Follow: milestones that you follow
   

Milestone Flag

Milestones can be marked as Internal and External.

1. Internal: Only portal users can access the milestone and its associated entities.
   
2. External: Portal and Client users can access the milestone and its associated entities.
   

Milestone Details 

1. Navigate to the left navigation panel and click Projects.
2. Hover over the project and click Access Project.
   
3. Click the Milestones tab in the top navigation band.
   
4. Hover over a milestone and click Open Details to view the Milestone Details page.
   
   
   

Reorder Tabs

Customize the order of tabs on the phase details page to access frequently used sections more easily.

1. Open a phase to view its details page.
   
2. Scroll down and hover over the tab you want to move.
   
3. Click and hold the reorder icon, drag the tab to the desired position, and release it.
   

 Edit a Milestone

1. Hover over an active milestone.
   
2. Click  to make changes to the milestone. 
   Edit and update its attributes;
   Delete if you no longer need it;
   Move the milestone to another project;
   Follow the milestone and receive updates;
   
   
   

Milestones that have tasks with invoiced time logs cannot be deleted.

The Flag can be set while creating a milestone or can be modified by editing a milestone.

Move a Milestone

Move milestones between projects.

1. Navigate to a milestone.
   
2. Click on the relevant milestone and then click .
   
3. Click Move.
   
4. Select a project from the drop-down.
   
5. 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.

1. Click Project in the left navigation panel.
   
2. Hover over the project and click Access Project.
   
3. Click Milestones in the top navigation band.
4. Hover over a milestone and click Open Details.
   
5. Click on the Release Notes tab.
   

• Skip Weekends and Holiday Settings are used to calculate the number of days:
  
  • left to complete a milestone
    
  • that have passed the milestone due date
    
  • That are ahead or behind schedule of a completed milestone (shown in Completed Milestones)
    
• Click    in the upper-right corner to filter the milestones based on the Owner or Type.

Reorder Milestones

1. Navigate to your project and click Milestones in the top navigation band.
   
2. Click  in the upper right corner of the milestone list view.
   
3. Click on the Reorder Milestones option.
   
4. Edit the sequence numbers and click Save Order.
   
5. Alternatively, click on the reorder icon () and drag the milestone to the new position and then click Save Order.