Selecting Milestone Dates for a Project Type

The Firm Milestone Dates window allows you to assign milestone dates to a project type. The window displays available milestone date selections that have been entered in Managing Milestone Dates for a Project Type and have not yet been assigned to a project type.

When you assign milestone dates to a project type, they are available for assignment to any templates and projects created from the project type.

To assign milestone dates to a type, 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 and then click Firm Milestone Dates on the button bar, or right-click the grid and select Firm Milestone Dates from the menu. The window that displays contains two grids:
   • The Available (top) grid contains milestone dates that can be assigned to the type.
   • The Selected (bottom) grid lists the milestone dates that have already been selected for assignment to the type, if any.
4. Do any of the following, as necessary:

   Component	Description
   Assign	Adds the selected field to the Selected list.
   Assign All	Adds all fields to the Selected list.
   Unassign	Removes the selected field from the Selected list.
   Unassign All	Removes all fields from the Selected list.

Note: Selecting Unassign All does not remove assignments that have been saved to the project type.

5. Click OK.

Note: If you have been given the appropriate assigned rights, the Add Milestone Dates and Edit Milestone Dates buttons display at the bottom of the window. Use these buttons to make additions or changes to the items that are set up for your firm, if necessary.