Milestone Maintenance Creation

A milestone is a scheduled event signifying the completion of a major deliverable or a set of related deliverables. A milestone can have a date applied which indicates when it should be reached or completed by, but it is possible to apply four different statuses to a milestone. See Milestone Status section for further information.

Milestones are created and tagged to a Job to indicate whether certain targets have been reached. Milestones are created from File > Maintenance > Assignments > Milestones.

This window will offer the users the chance to enter in milestones which are then applied to Jobs if required. It will be possible to define the name; whether it is shown on the planner and the position it takes in the planner.

• Assignment Type: Milestones are linked to an Assignment Type. Using the screen shot above as an example, you can see Milestones such as Information Requested, Information Recevied, Draft Accounts Produced etc will be displayed as milestones in the Job Sheet Homepage Control when Assignment Type of Accounts is filtered on.
• Short Description: This will be shorter description for the milestone. This is the name that will be displayed as the column label on the homepage control for the milestone.
• Description: This will be the longer description for the Milestone and may be used in reporting.
• Position: This will indicate the position of the milestone on the homepage control in order from left to right. Position 1 will be the left most milestone column with the proceeding columns going up in numerical order.
• Start Milestone: This flag is applied if the milestone is to be used as a Starting milestone. When a milestone which is tagged as a Start Milestone has been completed, the completion date on the Start Milestone is taken as the actual start date.
• End Milestone: This flag is applied if the milestone is to be used as an final milestone. When a milestone which is tagged as an End Milestone has been completed, the completion date on the End Milestone is taken as the actual end date.
• Show on Planner: This check box indicates whether the milestone is shown on the Homepage planner or not. If this is not selected the milestone will not appear on the homepage planner. Users can clear the Planner check box for a selected milestone that is no longer applicable to a job so that it is not visible in the homepage control.