Milestones

Milestones

Milestones allow you to group tasks and ensure the project is moving in the right direction. Adding Milestones is the first step to creating a project. They help outline the entire project and present a clear picture of the tasks involved by allowing project members to design the Task Hierarchy and Task Dependency. Completion of a milestone is a major step toward the completion of the project.
 
Scenario:
Consider an IT Test Environment Setup Project:
​
An IT test environment setup can be split into:
  1. Database Configuration
  2. Workstation Configuration
  3. Test Network Configuration
These major events outline the entire project and will have tasks known as Milestones.
 
Advantages:
  1. Uninterrupted workflow with no delays
  2. Proper classification of tasks, their relationships, and dependencies.
  3. Clear presentation of 'who does what, when, and for how long'
  4. Ensures projects are on schedule.
 

 

Adding Milestones 

  1. On the project details page, go to Actions > Add Milestone.
  2. In the Add Milestone form, specify the milestone title and description.
  3. Select the Status, Priority, and Owner from the drop-down.
  4. Specify the project Schedule Start and Schedule End dates.
  5. Enter the Actual Start and Actual End dates for recording the real-time milestone completion date.
Info
The scheduled and actual dates of the milestone completion help determine if the project is on schedule, delayed, or ahead of schedule. This information will be shown on the project list view page. 
  1. Specify the Projected End date for milestone completion.
  2. Enter the Estimated Hours and Actual Hours field to record planned and real-time taken for the milestone.
  3. To add attachments to the Milestone, drag-and-drop files to the attachments section.
  4. Specify the Project Schedule Start and Schedule End date.
  5. To upload attachments to the project, click the Attach File icon . By default, this option will open a pop-up to attach files from the computer.
    1. To attach files from the Cloud, click and select Attach files from Cloud.
  6. Click Save after you have configured the details.

 

Quick Add Milestones 

To add milestones without configuring the details,
  1. Select Quick Add on the top-right of the page.
  2. Provide the milestone name and hit Enter to save the milestone.
 
 

Edit/Delete Milestones 

  1. To edit a milestone, click against the milestone on the list view and select Edit.
  2. To delete a milestone, click against the milestone on the list view and select Delete.
  3. To bulk delete, select the milestones in the milestone list view, and click Delete.
 

Reordering Milestones 

  1. Click Organize displayed on the Milestones tab inside a project.
  2. Select a milestone and use the arrow marks displayed to position the milestone in the right order.
  3. Click Submit.

Column Chooser 

Column chooser allows you to customize the information that needs to be displayed on the list view. Click and select the milestone fields. You can re-order the columns using .
 

Bulk Actions 

You can bulk pick up, close, delete, and assign users to milestones. Use the buttons displayed on the Milestones tab in a project.
 

View Milestone History 

Records all operations performed on milestones. To view the milestone history, go to the milestone details page and select the History tab.
  1. Filter history by operations and fields. You can use the date filter to view history for a specific period.
  2. Click to sort the history in ascending or descending order.
 

 
 

Trash/Restore Milestones 

ServiceDesk Plus MSP Cloud allows you to delete and restore milestones. Deleted milestones are moved to the trash along with their associated tasks. You can restore milestones from trash within 30 days of deletion.

Info
Restoring trashed milestones will restore the associated tasks 
Restoring a project will also restore trashed milestones.  
Role Required: Project Admin, Project Manager, Members with Delete Milestones permission
 
To trash milestones,
  1. Go to the Milestones tab in a project.
  2. Select the milestones you want to trash and click Delete.
To view trashed milestones, select Trashed Milestones from the custom view drop-down on the milestones list view.

To restore or delete milestones permanently, go to the trashed milestones list view, select the milestones, and click Restore or Delete.

 

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