Managing Milestones

Milestones in a schedule represent events to be achieved.

This task shows you how to:

Work with Milestones

  1. In the schedule, double-click the milestone indicator, such as or . The number indicates the number of milestones.

    If you hover over a milestone indicator, a pop-up displays the estimated date of the milestone.

    Note: If a Project Management project is specified as the "Contributes to" for the current project, milestones and gates from the Project Management project are displayed. These milestones have dashed boundaries that look like . Milestones and gates from Project Management are not editable in Project Planning but you can double-click them to see their properties.

  2. To edit the properties, see Edit a Milestone.
  3. Work with the milestones displayed in the schedule:

    To move a milestone, click the milestone and drag it to the new date on the timeline.

    Right-click a milestone for these options: Edit, Pin/Unpin, and Delete.

    Double-click a milestone to see its properties and make constraints. See Managing Milestones and Managing Constraints.

    Any project (Project Management or Project Planning) that is specified as the "Contributes to" for the current project has its milestones and gates displayed in a shadow color:

    Shadow milestones/gates have dashed boundaries. You cannot edit shadow milestones. Dependencies to shadow milestones display on the parent project if the parent project and its multiple child projects contribute to the same project.

    When milestones are too close together to display individually, they are displayed stacked in the timeline . Left-click the stack to see the individual milestones . Right-click the stack to see a menu that lists each milestone.

    Single-click a milestone to see a pop-up tooltip showing the description along with the estimated date.

    Milestones from a project defined as "Contributes to" display in a softer shadow color and have a border made of dashes:

    These shadow milestones

Create a Milestone

  1. In the schedule, click > Milestone.
  2. Enter these details:

    Field Name Description
    Name The name of the milestone.
    Suggested Date The fixed date on which the milestone occurs. When the milestone is created, a constraint is created that connects the new milestone to the suggested date in the timeline.
    Description The description of the milestone.

  3. Click Create.
    The basic definition for the milestone is created. To add more details, see Edit a Milestone.

Edit a Milestone

  1. Click a milestone.
  2. Click to display the properties panel. Scroll down to see all properties:

    Field Name Description
    Title The milestone title as displayed in the schedule.
    Description A description of the milestone.
    State

    To Do indicates a created milestone.

    In Work means that the milestone is active.

    Completed indicates that the milestone has been achieved.
    Parent Project The project the milestone belongs to.
    Type The type. Milestone is generic. Other options are Launched, Planned, Defined, Designed, Developed, Approved, Deployed, or Closed.
    Estimated Date The estimated date for the milestone as computed by the scheduler.
    Suggested Date The suggested date for the milestone as proposed by the scheduler.
    Fixed Move the toggle to the right to indicate that this milestone has a fixed date. When selected, the estimated date is fixed to the suggested date.
    Attachments Any milestone-related file. Click to select from your file system. To search, you must enter some search criteria and click to search from the database and then drag.
    • To add multiple file attachments, enter each object name separated by a comma. Then press Enter or click . The search result is shown from which you can select multiple objects and click OK.
    • To download an attachment to your desktop, click then next to the attachment's name.

    To add another file, click inside the field or click . Type-ahead is available.

    Click next to the attachment name for these options: Preview, Download, Update, Remove, or Open With (for the apps available to your role).

    If you click the attachment name, you can open it in the Compass with any supported 3DDashboard app. For example, you could open a 3DXML file using 3DPlay.

    Owner

    		The owner of the milestone. The milestone owner can change the ownership to any platform user, even a non-project member. A Leader can also modify this field.

    Click to select Properties or Remove.

    Last Updated The date on which the milestone was last updated.
    Repository for File Upload The collaborative space and, generally, the container in which the files are uploaded when a user drags/drops desktop files on to the attachment field. This can also be a 3DDrive location.

    If this milestone is associated to a project that has its "Repository for File Upload" updated, the milestone's repository reflects the repository of the project.

    Click to select Properties or Remove.

    Dependencies Lets you define what tasks or milestone the current milestone depends on (taking place before) and what tasks are impacted by the current milestone (taking place after). The scheduler takes into account these dependencies to compute planned dates.

  3. Click Save.
    Take other actions:
    Action Description Link
    People Shows the owner. --
    Comments Creates comments, replies to, and endorses. --
    Delete Deletes the milestone. --
  4. To make constraints on the milestone, click the milestone to display its end points. See Managing Constraints.