Projects > Milestones


Projects > Milestones

Introduction

You can set milestones for your projects by adding a new custom field with a date value. Milestone feature is currently available with projects only. There's no limit regarding how much milestones you can add. 


Setting a milestone for a project

  1. Open a single Project View 
  2. That way you can access the project dialog.
  3. Click on the title to open the dialog
  4. This opens the project dialog.
  5. Click on the '+' icon to add a new data field 
  6. Project Custom Fields dialog will open.

    adding milestone to a project
  7. Select 'Date (milestone') from the list below
  8. You can choose a different date for each project.

  9. Name the milestone
  10. The name will be displayed in the Gantt chart area f.e 'End date'/'Start date'.
    Make sure to tick 'Show as milestone'.
  11. Select a color
  12. That's the color the milestone will be displayed in the Gantt chart area.
  13. Click on 'Save' upon completion 
  14. You'll see added milestone field in your Project's dialog.

    selecting milestone color

Adding a value to a specific milestone

  1. Click on the field and select a date for your milestone
  2. Click on 'Save' upon completion.

    setting a milestone for a project
  3. You will see the milestone symbol(s) above your Gantt chart
  4. Hover your mouse over the symbol to see the title and the date.

    project's milestone in the gantt chart area

    You can repeat the steps to add 'End date' or other milestones. If you group your resources by projects you'll see all projects. To compare different projects' milestones simply collapse the resource column to make all projects' milestones visible. 


Projects > Milestones