Add a Milestone to a Job

You can add a milestone to a job on the Financials page.

To add a new milestone to a job, complete the following steps:

1. Access the Financials page Time tab:
   1. Click Menu > Jobs > Job Search.
   2. On the Job Search page, enter search criteria into the appropriate field(s).
   3. Click Search.
   4. In the Job Search grid Job # column, hover over the job number to which you want to add a task, then click to display the Financials page.
   5. Click the Time tab.
2. Select the stage under which you want the milestone to reside (optional).
3. Click .
4. In the Type column, choose Milestone from the drop-down.
5. Enter the description.
   Note: All financial values are set to zero and disabled for milestones.
6. Click Update. Next Step: Allocate resources to the milestone. You can do this using the Staff Allocation tab on the Schedule page.