Managing Milestones
Each project may contain several milestones, and each milestone can have a number of tasks and appointments associated with it.
Milestones also have a set of additional pages where you can add additional information, such as a Documents page where you can add documents that relate to the milestone.
You can view, create, and edit Milestone records only after you open the associated project record.
Note: You are only able to view and use milestones if you have upgraded from TeamConnect 2.x.You can perform the following tasks to manage milestones for a project:
Viewing Milestones
Use the Milestones page to view the milestones created for a selected project. You can only view
milestones after you open the associated project.
To view a milestone record in a project
- Search for a project and open it.
- In the left pane, click the Milestones link.
The Milestones list view opens.
You can also sort milestones columns in the list view. See Sorting Information.
Creating or Editing Milestones
To create or edit a milestone
- Search for a project and open it.
- In the left pane, click the Milestone link.
- Select one of the following options:
- To create a new milestone, click New Milestone.
- To edit a milestone, click the edit icon next to the milestone record that you want to edit.
- The Milestone record opens to its General page.
- On the General page, enter or edit the appropriate information. See Milestone General page field descriptions for field information.
- Use the links in the left pane to add or edit information on additional milestone pages.
- Select a save option.
Milestone General Page Field Descriptions
|
Field or control |
Description |
|---|---|
|
Subject |
The name of the milestone. |
|
Projected Date |
Click the Calendar icon next to the field to select the desired Projected or Extension dates. Note: If you do not click the Dates Unknown check -box, you must specify at least one date in each milestone record. Note: Once the project phase is reached, the Completion Date field is a |
|
Extension |
|
|
Completion Date |
|
|
Dates Unknown |
Check this box if you do not have any date information to enter in the Projected Date or Extension Date fields. |
|
Completed on phase change |
Check this box if you want to automatically mark the milestone as complete when the project phase that is selected in the Phase drop- down box is reached. Once the project phase is reached, the Completion Date field is automatically is populated. Leave this check-box blank if you plan to set the milestone changes manually . |
|
Transition |
If the Completed on phase change check-box is selected, and a Phase is selected, select whether the milestone should be automatically marked as complete when transitioning to the selected phase or transitioning from it. |
|
Phase (drop-down list) |
If the Completed on phase change check-box is selected, select the appropriate project phase at which to automatically mark the milestone complete. This drop-down lists all phases defined for this project's milestones. Note: This field does not change the phase of a project record; you are defining a condition under which this milestone is automatically marked as completed. If you want to change the phase of a project, see Changing Project Phases. |
|
Notes |
Type any additional comments related to this milestone. |
Setting Milestone Categories
Use the Milestone Category page to assign a milestone to a group that may describe the type of milestone or its function. Categories are usually pre-defined according to your company's needs.
The categories that you see apply to the specific TeamConnect area that you are viewing and your assigned rights.
See Setting Category Details for more information.
Managing Appointments for a Milestone
Use the Appointment page to schedule or edit appointments that are related to a milestone.
To add appointments to a milestone
- Search for a project and open it.
- In the left pane, click the Milestone link.
The Milestones list view opens. - Open the appropriate milestone.
- In the left pane, click the Appointments link.
- To continue, go to step 4 in Creating or Editing an Appointment Manually.
For more information about appointments, see Appointments Calendar.
Managing Milestone Tasks
Use the Milestone Tasks page to manage tasks that are related to milestones. Each milestone may include one or more tasks that must be completed before the milestone is closed. You can view, create and delete all tasks related to a specific milestone.
To manage milestone tasks
- Search for a project and open it.
- In the left pane, click the Milestone link.
The Milestones list view opens. - In the left pane, click the Tasks link.
- To continue, see step 3 in Creating a Task Manually.