Creating a Milestone

  • A milestone in construction project management marks a significant achievement or progress point within the project.
  • It helps track the completion of major tasks or stages, ensuring the project stays on schedule. 
  • While a project is mandatory to create a milestone, associating it with a phase is optional. Milestones provide clarity on project progress and help in managing deadlines and resource allocation

Accessing Milestones

Milestones can be accessed and created from two locations:

1. From the Project Page:

  • Log in to your account.
  • Navigate to the left menu and click on the Project Name.
  • In the project-related information, locate and click on Milestone to open the Milestone Page.
  • Click on the + Create Milestone button and provide the required details.

2. From the Phase Details Page:

  • Navigate to the Phase Details Page.
  • Click on the Add Milestone button to open the Create Milestone Popup.

Milestone Creation Process

  1. Open the Create Milestone Popup:
    • From either location, click on the respective button to display the pop-up.
  2. Fill in the Required Details:
    • Phase (optional): Select a phase from the dropdown, if applicable.
    • Parent Milestone (optional): Select a parent milestone, if applicable.
    • Milestone Name (mandatory): Enter the name of the milestone.
    • Project Name: Auto-selected based on the associated project.
    • User Group: Select the user group responsible for the milestone.
    • Assign To: Assign the milestone to a specific team member.
    • Estimated Hours: Provide the estimated time required for the milestone.
    • Start Date and Due Date: Specify the milestone’s timeline.
    • Description: Add any additional details about the milestone.
  3. Save the Milestone: Click the Save button to complete the milestone creation.

Milestone Details Page

The Milestone Details Page displays all the information provided during creation.

It also includes three additional features:

  1. Add Task: Create tasks under the milestone.
  2. Milestone Linking: Link the milestone to related entities.
  3. Milestone Inspection: Monitor and inspect milestone progress.

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