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.

To complete a project milestone:

  1. Navigate to the project.
    You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the Personal Zone.
  2. Click the Milestones tab.
    If the Milestones tab is not visible on the header band, click more to display additional menu items.
  3. Click for the milestone event that you want complete.
    If a milestone displays in the Sign Off column, it means that the milestone does not require it to be signed off.
  4. On the Event Notification window, click Complete Milestone.
  5. Optional: In the Sign Off Notes field, enter some notes to support the sign off of the milestone.
  6. Click Save.

You can also complete milestones through the Milestones (Events) dashpart in the Personal Zone. To do this, click for the milestone that you want to complete, and then click Complete Milestone on the Event Notification window.