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Milestone Job View

Adding Milestones

To add milestones to the job management page select the blue START JOB button.

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You will be asked to select the milestone set you would like to use for the job and the job start date. Once this is filled in click START.

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The milestones for a job will be shown on the job management page under the Milestones tab.

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Editing Milestones

To edit the dates of a milestone select the blue pencil icon to the right or the relevant bar on the calendar.

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Simply select the start or end date to adjust when the task is to be completed.

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Things to note about changing milestone dates
  • Adjusting the start date will automatically update the end date based on the pre-set duration for that milestone

  • However, adjusting your end date will change the duration not the start date

  • Moving the end date back for a milestone will automatically reschedule all future dependant milestones

  • If a milestone is dependant on a previous milestone you will be unable to set the start date earlier than the end date of that previous milestone

From this point you will also be able to adjust the status of the milestone: Not Started, In Progress, or Completed.

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Icons next to the listed milestone will show this progress status.

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Completed

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In Progress

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In Progress and end date has passed

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Not Started and start date has passed

Not Started and start date not yet passed


Changing Milestone Sets

To change the milestone set being used for the job go to the Milestones tab. Bellow the FINISHED button, find the RESET button.

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This will remove the milestones tab from the job and you will be able to select a new milestone set by following the Adding Milestones process.

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