{"id":635,"date":"2016-09-21T15:52:43","date_gmt":"2016-09-21T03:52:43","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=635"},"modified":"2023-06-25T22:46:31","modified_gmt":"2023-06-25T22:46:31","slug":"a430","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a430\/","title":{"rendered":"Milestones"},"content":{"rendered":"<div class='content-column three_fourth'>The Milestones module can be used to keep track of <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/milestone.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-174\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/milestone.svg\" alt=\"Milestones icon\" width=\"20\" height=\"22\" \/><\/a><a href=\"\/help\/a430\">milestones<\/a> for a particular <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/program.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-169\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/program.svg\" alt=\"Programme icon\" width=\"25\" height=\"20\" \/><\/a><a href=\"\/help\/a60\">programme<\/a>, <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/project.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-168\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/project.svg\" alt=\"Project icon\" width=\"23\" height=\"22\" \/><\/a><a href=\"\/help\/a100\">project<\/a> or <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/subproject.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-233\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/subproject.svg\" alt=\"Subproject icon\" width=\"24\" height=\"19\" \/><\/a><a href=\"\/help\/a490\">sub-project<\/a>.\r\n\r\nThree dates are tracked for a milestone:\r\n<ul>\r\n \t<li>The original (or baseline) date for completion<\/li>\r\n \t<li>The forecast date for completion<\/li>\r\n \t<li>The actual date of completion<\/li>\r\n<\/ul>\r\nThese three dates are used to calculate the variance for the milestone:\r\n<table>\r\n<tbody>\r\n<tr>\r\n<th>If<\/th>\r\n<th>Variance<\/th>\r\n<\/tr>\r\n<tr>\r\n<td>Actual date is specified<\/td>\r\n<td>Variance is the difference between the actual date and the original date<\/td>\r\n<\/tr>\r\n<tr>\r\n<td>No actual date is specified but a forecast date is specified<\/td>\r\n<td>Variance is the difference between the forecast date and the original date<\/td>\r\n<\/tr>\r\n<tr>\r\n<td>Otherwise<\/td>\r\n<td>Variance is not set<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\nYou can also set the percentage completion or progress for a milestone.\r\n\r\nA <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/workflow.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-154\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/workflow.svg\" alt=\"Workflow icon\" width=\"22\" height=\"20\" \/><\/a><a href=\"\/help\/a370\">workflow<\/a> can also be selected for each milestone. When you <a href=\"\/help\/a431\">add the milestone<\/a> you can select the <strong>Standard Milestone Workflow<\/strong> or you can <a href=\"\/help\/a371\">add a new workflow<\/a> for milestones specific to your organisation.\r\n\r\nMilestones have a calculated field called Overdue. Here are the calculations used for this field:\r\n\r\n<strong>If the progress is 0 and:<\/strong>\r\n<ul>\r\n \t<li>It is<span style=\"color: #8a2be2;\"> FORECAST OVERDUE<\/span> : this means the calculated forecast date (and time) is less than the current time.<\/li>\r\n \t<li>It is <span style=\"color: #ff3b3b;\">ORIGINAL OVERDUE<\/span> : this means the calculated original date (and time) is less than the current time.<\/li>\r\n \t<li>It is <span style=\"color: #ff7300;\">LATE<\/span>: this means the calculated forecast date is more than the calculated original date.<\/li>\r\n \t<li>It is <strong>not<\/strong> OVERDUE, and it is not LATE: this means the status is NOT STARTED<\/li>\r\n<\/ul>\r\n<strong>If the progress is more than 0 and:<\/strong>\r\n<ul>\r\n \t<li>It is <span style=\"color: #8a2be2;\">FORECAST OVERDUE<\/span> : this means the calculated forecast date (and time) is less than the current time.<\/li>\r\n \t<li>It is <span style=\"color: #ff3b3b;\">ORIGINAL OVERDUE<\/span> : this means the calculated original date (and time) is less than the current time.<\/li>\r\n \t<li>It is <span style=\"color: #ff7300;\">LATE<\/span>: this means the calculated forecast date is more than the calculated original date.<\/li>\r\n \t<li>It is <strong>not<\/strong> OVERDUE, and it is not LATE: this means the status is\u00a0<span style=\"color: #4ec66a;\">ON TRACK<\/span><\/li>\r\n<\/ul>\r\n<strong>If the progress is 100<\/strong>: this means the status is <span style=\"color: #bbbbbb;\">COMPLETED<\/span>\r\n<br\/>\r\n<br\/>\r\nMilestones have a calculated field called Calculated Forecast Date. Here are the calculations used for this field:\r\n<strong>Calculated Forecast Date:<\/strong>\r\n<ul>\r\n \t<li>If the Milestone has an Actual date\r\n<ul>\r\n \t<li>Calculated Forecast Date = Actual date<\/li>\r\n<\/ul>\r\n<\/li>\r\n \t<li>else if the Milestone has a Forecast date\r\n<ul>\r\n \t<li>Calculated Forecast Date = Forecast date<\/li>\r\n<\/ul>\r\n<\/li>\r\n \t<li>else if there is a linked object the Calculated Forecast Date will come from there.<\/li>\r\n \t<li>if there is still no Calculated Forecast Date found then:<\/li>\r\n \t<li>If the Milestone has an Original date\r\n<ul>\r\n \t<li>Calculated Forecast Date = Original date<\/li>\r\n<\/ul>\r\n<\/li>\r\n \t<li>else if there is a Non task group parent with a Start Date\r\n<ul>\r\n \t<li>Calculated Forecast Date = Non task group parent Start Date<\/li>\r\n<\/ul>\r\n<\/li>\r\n \t<li>else if there is a Non task group parent without a Start Date but with an End Date\r\n<ul>\r\n \t<li>Calculated Forecast Date = Non task group parent End Date<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\nMilestones have a calculated field called Calculated Original Date. Here are the calculations used for this field:\r\n<strong>Calculated Original Date:<\/strong>\r\n<ul>\r\n \t<li>If there is an original date\r\n<ul>\r\n \t<li>Calculated Original Date = Original Date<\/li>\r\n<\/ul>\r\n<\/li>\r\n \t<li>else if there is a linked object the Calculated Forecast Date will come from there.<\/li>\r\n \t<li>If there is still no Calculated Forecast Date found then:<\/li>\r\n \t<li>If there is a non task group parent with a start date:\r\n<ul>\r\n \t<li>Calculated Original Date = Non task group parent Start Date<\/li>\r\n<\/ul>\r\n<\/li>\r\n \t<li>If there is a non task group parent without a start date but with an end date:\r\n<ul>\r\n \t<li>Calculated Original Date = Mon task group parent End Date<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul><\/div>\r\n<div class='content-column one_fourth last_column'><h4>Related topics<\/h4>\r\n<ul>\r\n \t<li><a href=\"\/help\/a431\">Add milestone form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a432\">Edit milestone form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a201316\">Move milestone form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a433\">Delete milestone form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a434\">View milestone page<\/a><\/li>\r\n \t<li><a href=\"\/help\/a60\">Programmes<\/a><\/li>\r\n \t<li><a href=\"\/help\/a100\">Projects<\/a><\/li>\r\n \t<li><a href=\"\/help\/a370\">Workflows<\/a><\/li>\r\n \t<li><a href=\"\/help\/a371\">Add workflow form<\/a><\/li>\r\n<\/ul><\/div><div class='clear_column'><\/div>","protected":false},"excerpt":{"rendered":"<p><div class='content-column three_fourth'><\/div>  The Milestones module can be used to keep track of milestones for a particular programme, project or sub-project.    Three dates are tracked for a milestone:      The original (or baseline) date for completion    The forecast date for completion    The actual<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":96,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-635","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Milestones - Psoda Help Centre<\/title>\n<meta name=\"description\" content=\"Read the documentation and learn how to use Psoda&#039;s Milestones\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.psoda.com\/help\/a430\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Milestones - 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