Add Milestones to a Project
Create and manage project milestones visible on the schedule and calendar.
Steps
- 1Open a project detail page
/dashboard/projects/[id]. - 2Scroll to or click the "Milestones" section.
- 3Click "Add Milestone".
- 4Enter a title, date, and optional status.
- 5Optionally link the milestone to a catalog item.
- 6Save — the milestone appears on the calendar and in the List view of the Schedule.
- 7You can also drag milestones on the calendar to reschedule them.
- 8Milestones are auto-copied from a proposal when converting to a project.