Milestone Layouts and Fields

Milestone Layouts and Fields


Zoho Projects supports custom fields and layouts for Milestones. Create your own fields and milestone layouts and use them for creating milestones as per your business requirements.

Feature Availability

  • Feature Availability: Enterprise plan

What is a Layout?

A milestone layout is used to create a form where the milestone details are collected. You can create different milestone layouts based on your requirements. Initially, all milestones will be associated with the standard layout. If the standard layout is modified, the changes will be reflected in all the associated milestones.

Standard Layout

  1. Every portal will have a default layout to start with. We call it a Standard Layout.
  2. The fields - Flag, Owner, Tags, Start Date, End Date, Status Budget and Threshold are the default fields.
  3. The default fields can neither be edited nor deleted. They can only be reordered.
  4. When a user tries to create a new layout for the first time, they can clone it from the standard layout initially. After cloning, they will be able to add new sections and fields to their new layout.

Create a Layout

  1. Click  in the upper-right corner of the top navigation bar.
  2. Navigate to Customization > Layouts and Fields > Milestones.
  3. Click Create Layout in the upper-right corner.
  4. Select a base layout that you want to build (clone) your new layout on. If there aren't any created layouts, the system will only list the default layout in the drop-down.
  5. Enter a Layout Name.
  6. Click Create.

  1. A layout cannot be deleted or reordered. However, it can be edited as many times as necessary.
  2. Only the user-based enterprise plan users will be able to access Milestone Layouts.
  3. To view the list of layouts available in a portal, navigate to   > Customization > Layouts and Fields > Milestones > Layouts.
  4. You can also edit a layout's name by directly editing its name in the layout editor screen.

Clone a Layout

  1. Click  in the upper-right corner of the top navigation band.
  2. Navigate to Customization > Layouts and Fields > Milestones.
  3. Click Create Layout in the upper-right corner.
  4. Select the Milestone Layout from the Clone from existing layout dropdown.
  5. Enter the Layout name and click Create.

Associate Layout with a Project

  1. Click    in the upper-right corner of the top navigation bar.
  2. Navigate to Customization > Layouts and Fields > Milestones.
  3. Click the plus   to the right of the selected layout.
  4. Select one or more projects from the drop-down to associate. You can also associate project templates with a layout.
    1. When a project is switched from Layout A to Layout B, the fields in A will not be available in the project after the layout change but the data stored in those fields will not be lost.
    2. Associating a project with a layout will overwrite its current layout mapping, if any.
  5. Confirm your action.
  6. Click Associate.
  1. To view the list of associated projects of any layout, navigate to  > Customization > Layouts and Fields > Milestones > Layouts.
  2. The associated project names will be displayed below every layout.
  3. A layout can be associated with a project while creating or editing the project.

View Layout

  1. Click   in the upper-right corner of the top navigation bar.
  2. Navigate to Customization > Layouts and Fields > Milestones.
  3. Click the Layouts section to view the list of task layouts that have been created already.
    1. The layouts that are listed can neither be deleted or reordered.
    2. You can associate a layout with any project or project template that matches your business requirements.

Delete Layout

  1. Click   in the upper-right corner of the top navigation bar.
  2. Navigate to Customization > Layouts and Fields > Milestones.
  3. Click the Layouts section.
    1. Hover over a layout that you would like to delete and click the trash icon .
    2. Confirm your action.
This happens when the layout that you are trying to delete, has project association(s). Remap the associated projects to a different layout and try deleting it. If you are still unable to delete a layout, please feel free to write to support@zohoprojects.com.

What is a Section?

A set of sections form a layout. Similar attributes are placed inside a section. Every milestone layout will have two default sections - Milestone Information and Budget. You can also create your own section and use it in your layout. You can customize sections based on your requirements.
A section named "Schedule Reviews" can accommodate fields such as "First Review", "Second Review", and "Third Review".

Create or Edit Section

A set of sections form a layout. Similar attributes are placed inside a section. The standard layout of the milestone will have two default sections- Milestone Information and Budget. You can also create your own section and use it in the standard layout.
  1. Click   in the upper-right corner of the top navigation bar.
  2. Navigate to Customization > Layouts and Fields > Milestones.
  3. Click a layout to add a section.
  4. Drag and drop the +Add Section component from the left tray to the layout editor (main panel). Initially, the sections will be named "Untitled Section", "Untitled Section 1", "Untitled Section 2" as you keep adding new sections.
  5. Hover over the section name and edit it. You can also add new or existing custom fields to your section.
  6. Click Save Layout.
A section cannot be empty in a layout.

Delete Section

  1. Click   in the upper-right corner of the top navigation bar.
  2. Navigate to Customization > Layouts and Fields > Milestones.
  3. Click a layout to delete a section in the layout.
  4. Hover over the section and click the trash icon .
    1. The  icon will be visible only when all the custom fields inside the section are removed. We recommend you to remove the custom fields first and then delete the section.
  5. Confirm your action.

What is a Field?

Customize fields to collect milestone details based on your milestone requirements. You can add a new field or an existing field to your layout.
The default fields can neither be edited nor deleted. They can only be reordered. The following are the default fields in the Milestone Information and Budget sections of a milestone layout.
  1. The fields - Flag, Owner, Tags, Start Date, End Date, and, Status are the default fields in the Project Information section.
  2. The fields - Budget and Threshold are the default fields in the Budget section.

Create Custom Fields

  1. Click  in the upper-right corner of the top navigation bar.
  2. Navigate to Customization > Layouts and Fields > Milestones.
  3. Click a layout to add a custom field.
  4. Drag and drop a field type from the New Fields tray into the layout editor (main panel).
  5. Set a Default Value if necessary.
  6. Select Mandatory checkbox if you want the field to be filled compulsorily.
  7. Select Insert Tooltip checkbox if you want to set tooltip information for the field.
  8. Click Add to Layout to include the field in the layout. When you Cancel, the field is never stored anywhere.

You can create the following custom fields:

Field Type
Description
Single-Line Text
Add one line of text. This field can be marked as Personally Identifiable Information (PII). If you select Encrypt Field, the data will be encrypted at the back-end.
Multi-Line Text
Add multiple lines of text. Hit Enter to key in more information. This field can be marked as Personally Identifiable Information (PII). If you select Encrypt Field, the data will be encrypted at the back-end.
Pick List
Create your own drop-down using a pick list. Set values and wrap them under a pick list as per your business needs. Enter valid data in the editable text area and click Add Value. Click the cross icon  beside a value to delete it.
Multi Select Pick List
Create drop-downs with multiple selections.
User Pick List
Use this field when you have to store usernames.
Multi User Pick List
Use this field when you have to store and select multiple users from the drop-down.
Date
Store dates in this field.
Number
Store numbers in this field. A number can have a maximum of 19 digits. You can either store an integer or a decimal in this field. This field can be marked as Personally Identifiable Information (PII). If you select Encrypt Field, the data will be encrypted at the back-end.
Phone
Store contact numbers in this field. This field can be marked as Personally Identifiable Information (PII). If you select Encrypt Field, the data will be encrypted at the back-end.
Email
Store email addresses in this field. This field can be marked as Personally Identifiable Information (PII). If you select Encrypt Field, the data will be encrypted at the back-end.
URL
Store URLs or links in this field. This field can be marked as Personally Identifiable Information (PII). If you select Encrypt Field, the data will be encrypted at the back-end.

  • These fields cannot be duplicated. 

Edit Custom Fields

  1. Navigate to   > Customization > Layouts and Fields > Milestones.
  2. Open the standard layout editor and hover over the custom field you would like to edit.
  3. Click the pencil icon  .
  4. Edit the field properties except the field name. You can change the field name also but the new name will be reflected in all the projects.
  5. Click Save Changes.

Reorder Custom Fields

  1. Navigate to  > Customization > Layouts and Fields > Milestones.
  2. Open the standard layout editor and hover over the custom field you would like to reorder.
  3. Drag and swap with another field in the editor. You can reorder fields as many times as you want until you get the desired order.
  4. Click Save Field Order.

Remove Custom Field from Layout

  1. Navigate to  > Customization > Layouts and Fields > milestones.
  2. Open the standard layout editor and hover over the custom field you would like to dissociate.
  3. Click the cross icon .
  4. Confirm your action.
  1. Removing a project custom field will not permanently delete it from the database.
  2. The custom field will be moved to the Available Fields tray and it can be reused anytime later from this tray.
  3. The data stored in the field will not be lost.

Delete Custom Field from Portal

  1. Navigate to  > Customization > Layouts and Fields > Milestones > Fields.
  2. Hover over the field you would like to delete.
  3. Click the trash icon .
    1. Deleting a custom field will affect all the projects in the portal.
    2. The data stored in the field will be lost.
  4. Confirm your action.
Deleting a field from a portal will permanently delete it from the database.


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