Working with milestones

Adding Milestones is the first step to creating a project. They help outline the entire project and present a clear picture of the innumerable Tasks involved by allowing project members to design the Task Hierarchy and Task Dependency.

In this section you will learn how to: create, edit, and delete Milestones.

 

Contents

 

Creating Milestones:

  1. Click on Milestones tab in the Projects pane.
  2. Click the Add New Button to open the New Milestone form. (Use 'Add New Link' while creating the first Milestone)
  3. Specify the Milestone Title and Milestone Description.
  4. Select the Status and Priority from the drop down.
  5. Specify Project Schedule Start and Schedule End date

Adding more details to Milestone:

  1. Actual Start Date and Actual End Date (for recording real-time milestone completion date).
  2. Projected On Date (planned date for milestone completion)
  3. Estimated Hours and Actual Hours (fields recording 'planned and real-time' time taken for the milestone).
  4. For adding attachments to the Milestone, click Attach file button in the milestone's pane.

 

Scheduling Milestones

Milestone Scheduling not only helps you schedule the milestone but also determine whether the milestone is 'on-schedule', 'delayed' or 'ahead' by comparing it against real-time completion.

To schedule the milestone, do the following.

  1. Configure the Scheduled Start and Scheduled End Date
  2. Fill in the Actual Start and Actual End Date (upon project completion)
  3. Based on Scheduled/Actual Dates, milestone would be considered:

On Schedule, if the Scheduled Date and Actual Date are the same.

Delayed if the Project (Actual Date) has passed the Scheduled Date. (no of days by which project is delayed gets displayed on the project list view page)

Ahead if the Project (Actual Date) is completed before the Scheduled Date. (no of days by which project is ahead gets displayed on the project list view page)
 

 

Editing Milestones

 

Deleting Milestones

Milestones can be deleted in two ways:

a. Bulk Delete: From Milestone List View, select Milestone to be deleted, and click on Delete Icon.

b. Single Delete: Enter the Milestone to be deleted - by clicking on Milestone - and click on Delete Icon