Creating and Managing Milestones
TABLE OF CONTENTS
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
- Click Projects tab
- Select relevant project
- Click Milestones from Related List Quick Links
- Click New > New Milestone data entry window will open
- If you are entering a client billablemilestone:
- Milestone Name: enter name of milestone (e.g. Final Report)
- Description: enter a brief description of the milestone
- Project: project name will auto-fill
- Threshold Alert: auto-fill to 80%
- Milestone Amount: enter total milestone amount (ex. GST)
- Planned Hours: enter the total number of hours required from all resources for this milestone
- Start Date: enter the date that work on the milestone is due to commence
- Target date: enter date that the milestone is due to be completed
- Actual Date: enter actual date that the milestone was completed (leave blank at set up stage)
- Status
- Planned: work on milestone has been planned but work has not yet commenced
- Open: work is currently being done on this milestone
- Approved: all work on milestone has been completed and milestone is ready to be billed
- Closed: milestone has been billed
- If you are entering an internal milestone, on an internal project:
- Milestone Name: enter the name of the milestone
- Target Date: enter 31/12/2099
- Leave all other fields as-is
Assign staff to milestone (billable milestones only)
A milestone will need to be linked to an assignment before time can be entered against it by a resource.
- Go to the Project page
- 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
- Go to the Project page
- Click on milestone to be billed
- Set Actual Date field to the date the milestone was completed
- Approved, Status, and other fields will be automatically updated
- Save