Creating and Managing Milestones

Creating Milestones

A separate milestone will need to be created for each milestone for the project. Repeat these steps until all milestones for the project have been entered. After milestones have been created, staff will need to be assigned to the milestones (see below).

Creating the milestone

Navigate to the relevant Project
Click Milestones from Related List Quick Links
Click New > New Milestone and enter the following information:
1. Milestone Name: enter name of milestone (e.g. Final Report)
2. Description: enter a brief description of the milestone
3. Milestone Amount: enter total milestone amount (ex. GST)
4. Planned Hours: enter the total number of hours required from all resources for this milestone
5. Start Date: enter the date that work on the milestone is due to commence
6. Target Date: enter date that the milestone is due to be completed
7. Actual Date: Leave this blank. It will need to be populated with the date the milestone was achieved and will ready the milestone for billing

Assign staff to milestone

A milestone will need to be linked to an assignment before time can be entered against it by a resource.

Navigate to the relevant Project
From Related List Quick Links, click on Assignments
Select the Assignment you wish to link to the Milestone
Click on the 'Linked Records' tab
Under 'Milestones Linked To Assignment' click on 'Link Milestones'
Select the milestones you wish to link to this assignment
Save.

Billing a milestone

To ready a milestone for billing

Navigate to the relevant Milestone
Populate the Actual Date field with the current date, or the date the milestone was achieved
1. Approved, Status, and other fields will be automatically updated
Click Save