Milestones can be used to mark important dates or steps during your Project. For example, you may use a Milestone for key deliverable dates, or to mark out the phases of a Project such as Bidding, Production, Billing. You can then view these in the Schedule, by creating a Milestone view, by having the word Milestone in the view name.
For each Project you have created, the Full Project Milestone will be automatically created, using your Project Start and End dates.
To add a new Milestone to your Project:
- In the Project Screen, open the Milestones tab
- Enter the details of the Milestone on the left-hand side (see below for field descriptions)
- Click Save
- The new Milestone will appear to the right
Milestone Fields
| Field | Description |
|---|---|
| Producer | Select the Producer / Main Contact for this Milestone |
Type | Select the type of Milestone |
| Milestone | Enter the Name and/or important detail of the Milestone |
| Start Date | Select Start Date for the Milestone or phase of a Project |
| End Date | Select End Date for the Milestone or phase of a Project |
| Est. Days | Enter how many days work required during the Start and End date of the Milestone You may have a month to complete the work, but it will only take 2 working days |
| Complete % | Record how complete a Project Milestone is and update as required |
| Status | Select and Update the status of the Milestone |
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