Clearmargin
GuidesSchedule & Calendar

Add Milestones to a Project

Create and manage project milestones visible on the schedule and calendar.

Create and manage project milestones visible on the schedule and calendar.

Steps

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

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