Manage Project Milestones
Milestones are events that are used to track specific phases along a project timeline. For each project, you define the event stages of the project within the Classifications section in the General tab of a project, and these event stages determine which milestones are applicable to a project.
For each milestone, you must set the planned completion date. Additionally, you can set the duration in days for each milestone and the priority. A default set of global recipients is assigned to each milestone, and these people are notified when a milestone is set to complete. You can also add additional roles and contacts if you want to notify additional people when a milestone is completed.
- Related Topics:
- Edit Project Milestones
You edit project milestones to update the statuses, priorities, duration, and planned completion dates. - Add Notes to a Project Milestone
You can add notes to a project milestone to provide supporting information about an event. Any contact with access to a project's milestones can view the notes in the Notes column on the Milestones tab. - Add Recipients to a Project Milestone
In addition to the global default recipients assigned to a project milestone, you can add additional project roles or contacts that you want to notify when a milestone event is set to complete. - Add Another Instance of a Project Milestone
You can add another instance of certain project milestones. This is useful if a milestone occurs multiple times within the lifecycle of a project. - Complete a Project Milestone
When a project milestone event is complete, you must sign it off against the project. Once a milestone event is set to complete, it cannot be edited.
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