Setting up a new Milestone

Last modified 19:26, 1 Apr 2013

Overview

Milestones are significant events in the life of a project. They can be created and tagged to a job or schedule and can have target completion dates applied.

Set up a Milestone

To link milestones to schedules you need to link the milestones to the Schedule Template for the Assignment Type. The milestones will then be linked to the Jobsheet home page control every time an assignment with the schedule template is created.  Alternatively, you can edit the Schedule milestones in the Assignment > Schedules tab.

Milestones are created by Assignment Type, and you can have different milestones for each Assignment Type.  On the Jobsheet home page control you have the option to filter by Assignment Type and only see the jobs/schedules relevant for the chosen type with the applicable milestones.

Once milestones are set up they can have a status assigned to them via the right click menu on the Jobsheet home page control.

  1. On the main menu, click Maintenance > Assignment > Milestones.

  2. On the Milestones window select the Assignment Type from the drop down list.

  3. In the blank row at the top of the table, enter the Short Name for the milestone.  This name will be displayed on the Jobsheet home page control.

  4. Enter the milestone Description.  This information will appear in reports.

  5. Indicate the Position of the milestone on the homepage control in the order from left to right. For example, if you enter position 1 the milestone will appear in the first column from the left.

  6. To set the milestone as the starting milestone, select the Start Milestone check box. When  completed, this is the actual start date. You can have only one start milestone for an Assignment Type.

  7. To set the milestone as the end milestone, select the End Milestone check box. The date this milestone is completed will be the actual end date. You can have only one end milestone for an assignment type.

  8. To display the milestone in the Toolbox > Jobsheet home page control select the Show in Planner check box .  If this check box is clear, the milestone will not be displayed in the planner.

  9. To modify an existing milestone, click in the field and amend the text directly.

  10. When you have finished, click File:dirname/central/070_Maintenance/040_Assignment/050_Milestones/010_How+to+set+up+a+new+Milestone/ok_button.gif to save the changes and close the Milestones window.

Note

In order to make use of reporting on milestones, a start and end milestone must be flagged for each job.  A job is deemed started when the status of the Start Milestone is set to Complete. A job is deemed to have ended when the status of the End Milestone is set to Complete. When the status of the End Milestone is set to Complete, the job/schedule will not be displayed on the Jobsheet home page control any more.

 

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