Managing Milestone Dates for a Project Type

The Milestone Dates window allows you to set up the milestone dates that will be available for a type. Some example milestone dates include Information Received, Preparation Complete, or Review Complete.

All the milestone dates assigned to the type are shown in the Milestone dates section at the bottom of the Key Tracking Dates window for the type.

Note: The Milestone dates window is available only if you answered Yes to the Track milestone dates question in the Project Type - General Information window. See Managing General Information for a Type for more information.

To manage type milestone dates, do the following:

  1. Do one of the following to open the Types list:

    • In Dashboard. Click Application Links, and then click Configuration > Project types under Workstream.
    • In Workstream. On the Manage ribbon, click Types.
  2. Select a type in the grid and click in the button bar, or right-click and select Open from the menu to display the Project Type profile.
  3. Click Milestone Dates on the navigation panel.

  4. Do one of the following to add or remove milestone dates listed in the grid:

    • If no milestone dates are listed , or you would like to add to the grid, click FirmMilestone Dates on the button bar to list all milestone dates that have been set up for the firm, but not selected for the project type.
    • Select the milestone dates to assign to the type on the Firm Milestone Dates window. For more information, seeSelecting Milestone Dates for a Project Type.
    • Select a milestone date and click Remove in the button bar to remove the selected row from the grid.

    5. Notes: 

    • If the milestone date is locked on at least one project template associated with the project type, you cannot delete it from the project type.
    • The order of the milestone dates in the project and project template Key Tracking Dates windows is set by the frm. For more information, see Setting Up Firm Milestone Dates.
  5. Click one of the ClosedSave buttons or Cancel.