Adding a milestone is the first step in creating a project. They help in outlining the entire project and present a clear picture of the tasks involved by allowing the project members to design the task hierarchy and task dependency.
On the project details page, go to Actions > Add Milestone.
In the Add Milestone form, specify the milestone title and description.
Select the Status, Priority, and Owner from the drop-down.
Specify the Project Schedule Start and Schedule End date.
Adding More Details to a Milestone
Actual Start Date and Actual End Date (for recording real-time milestone completion date).
Projected End (planned date for milestone completion)
Estimated Hours and Actual Hours (fields recording 'planned and real-time' time taken for the milestone).
To add attachments to the Milestone, drag-and-drop files to the attachments section.
Specify the Project Schedule Start and Schedule End date.
To add milestones quickly,
Click Quick Add on the top-right of the page.
Provide the milestone name and hit Enter to save the milestone.
Scheduling a Milestone helps you to determine whether the milestone is on-schedule, delayed or ahead by comparing it against real-time completion.
To schedule a milestone:
Configure the Scheduled Start and Scheduled End Date.
Select the Actual Start and Actual End Date (upon project completion)
Based on Scheduled/Actual Dates, the milestone would be considered.
On Schedule, if the Scheduled Date and Actual Date are the same.
Delayed if the Project (Actual Date) has passed the Scheduled Date. (no of days by which project is delayed gets displayed on the project list view page)
Ahead of the Project (Actual Date) is completed before the Scheduled Date. (no of days by which project is ahead gets displayed on the project list view page)
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of the respective milestone on the Milestone List View page.
Make the necessary changes and click Save.
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of the respective milestone on the Milestone List View page.
Bulk Delete: On the Milestone List View page, select the Milestone and click Delete button.
Records all operations performed on milestones. To view the milestone history, go to the milestone details page and select the History tab.
Filter history by operations and fields. You can use the date filter to view history for a specific period.
Click
to sort the history in ascending or descending order.
Click Organize displayed on the milestone page inside a project.
Select a milestone and use the arrow marks displayed to position the milestone at the right order.
Click Submit.
A column chooser allows you to customize the information that needs to be displayed on the list view. Click 
and select the project fields. You can re-order the columns using
.
You can bulk pick up, close, and delete milestones and assign users. Use the buttons displayed on the milestone page inside a project.
