{"id":637,"date":"2016-09-21T15:19:43","date_gmt":"2016-09-21T03:19:28","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=637"},"modified":"2023-08-24T01:13:10","modified_gmt":"2023-08-24T01:13:10","slug":"a431","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a431\/","title":{"rendered":"Add milestone form"},"content":{"rendered":"
This popup<\/a> form can be accessed via the \"Add<\/a>add menu in the\u00a0top header area of the\u00a0selected\u00a0asset<\/a> view page (e.g.\"Programme<\/a>programme<\/a>, \"Project<\/a>project<\/a>, or \"Subproject<\/a>sub-project<\/a>), as shown in Figure 1. Alternatively you can access the \"Add<\/a>add popup form at the bottom of the Schedule<\/strong> tab at these same view pages, as shown in Figure 2.\r\n

\"\"<\/a><\/p>\r\n

Figure 1 – Access via add menu\u00a0 \u00a0<\/strong><\/p>\r\n

\"\"<\/a><\/p>\r\n

Figure 2 – Access via schedule tab\r\n<\/strong><\/p>\r\nThis popup is shown in Figure 3 and is used to add a new \"Milestones<\/a>milestone<\/a> to track progress for the selected parent asset.\r\n

\"\"<\/a><\/p>\r\n

Figure 3 – Add milestone form<\/strong><\/p>\r\nThis form has the following fields:\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n
Parent asset:<\/th>\r\nThis read-only<\/em> field shows which programme, project or sub-project you are adding this milestone to.<\/td>\r\n<\/tr>\r\n
Reference*<\/em><\/sup>:<\/th>\r\nUse this field to enter a unique reference<\/a> for your milestone. If you enter a prefix and end it with one or more zeros, e.g. MS00, then you can click on the \"Reference<\/a>“Find next reference” button to search for the next available reference number with the same prefix and number of digits.<\/td>\r\n<\/tr>\r\n
Renumber existing tasks & milestones:<\/th>\r\nSelect this check box if you want to insert this milestone and renumber any existing tasks or milestones.<\/td>\r\n<\/tr>\r\n
Title<\/th>\r\nYou can provide a short title for this milestone here.<\/td>\r\n<\/tr>\r\n
Description:<\/th>\r\nYou can enter a longer description for this new milestone here.<\/td>\r\n<\/tr>\r\n
Critical:<\/th>\r\nSelect this check box if you would like to set this milestone to be a critical milestone. This will then show up in any reports that show critical pathways.<\/td>\r\n<\/tr>\r\n
Original date:<\/th>\r\nThis is the original or baseline date for the milestone. Dates can be entered using your previously configured date formats<\/a>, or you can utilise the calendar control function to select the date.<\/td>\r\n<\/tr>\r\n
Deliverable:<\/th>\r\nUse this check box to mark if you want this milestone to be for a deliverable.<\/td>\r\n<\/tr>\r\n
High level milestone:<\/th>\r\nUse this check box to mark if you want this to be a high level milestone.<\/td>\r\n<\/tr>\r\n
Archived:<\/th>\r\nSelect this check box if you would like to set this milestone to be archived.<\/td>\r\n<\/tr>\r\n
Add more:<\/th>\r\nSelect this check box if you would like to add more milestones after this current milestone has been created.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n*<\/em><\/sup>The reference field is mandatory, but all others are optional. The reference must be unique across the whole programme, project or sub-project.\r\n\r\nOnce you are happy with your entries click the “Add milestone<\/strong>” button at the bottom of the form. This will add a new milestone with the details that you supplied.\r\n\r\nThe new milestone can be viewed in a number of locations, including the Milestones<\/strong> and Schedule<\/strong> tabs at the parent or higher level asset’s view pages, as shown in Figure 4. Alternatively you can view the new milestone from the parent asset’s dashboard<\/strong> in the Open Milestones<\/strong> dashlet, as shown in Figure 5.\r\n\r\n\"\"<\/a>\r\n

Figure 4 – View from Milestones tab<\/strong><\/p>\r\n

\"\"<\/a><\/p>\r\n

Figure 5 – View from Open Milestones dashlet<\/strong><\/p>\r\nClick the “Cancel<\/strong>” button if you no longer want to add a new milestone.<\/div>\r\n

Related topics<\/h4>\r\n