Add milestones to projects and include information such as status, project phase and dependencies to other milestones and projects.

• Required User Rights
• Displaying Milestones
  • Filtering Milestones
• Adding, Editing, and Deleting Milestones
• Extending or Shortening Projects at a Milestone
  • Extending Projects
  • Shortening Projects
• Splitting Allocations at a Milestone

Required User Rights

All users can see milestones in projects that they can access. To add, edit, or delete milestones, your user group must have the following rights:

• Under Detailed Project and Program Rights, the Add, Change and Delete Milestones and Milestone Dependencies right
• To edit milestones in the Plan of Record, you need to have the Edit Plan of Record right; to edit them in a scenario, you need to have the edit rights for the respective scenario

Displaying Milestones

You can display milestones in the following views:

• Portfolio Designer: Click the three dots after a project's name and select Show All Milestone Names.
• Portfolio Dashboard: Add a card of the type Milestone List to your configuration.
• Project Details: Add the section Milestones to your configuration.
• Roadmap: In the toolbar, click Display Milestones and select an option in the dropdown.
• Export to Excel: Select the option Milestones when exporting data.

Filtering Milestones

In the Portfolio Dashboard and the Roadmap, you can filter which milestones are displayed using the following criteria:

• Date Range
• Milestone Status
• Project Phase
• At-Risk Dependency

Adding, Editing, and Deleting Milestones

You can add, edit, and delete milestones both in the Portfolio Designer and in the Project Details. 

To add a milestone to a project in the Portfolio Designer, select the project in the Gantt chart and hover over the bar. Next, click the blue circle with the three dots above the bar and select Add Milestone:

Enter a Name, the Project Phase, the Date, and the Status: 

• Name
• Project Phase: project phases are managed under Manage > Advanced; when you have selected a project phase, the start of the project phase will be the previous milestone or the project start (if there is no previous milestone); the project phase will end with the milestone you've just created
• Date
• Status: you can select from the following statuses:
  • On Track
  • Needs Attention
  • Off Track
  • Done

To edit a milestone in the Portfolio Designer, hover over the milestone and click the blue circle with the three dots. You can also move milestones using drag and drop.

In the section Milestones in the Project Details, you can add new milestones and edit or delete existing milestones.

Extending or Shortening Projects at a Milestone

Hover over a milestone and click the three dots in the blue circle to open the milestone context menu. The context menu offers several options for extending and shortening projects at the milestone.

Extending Projects

In the milestone context menu, there are two options for extending a project at the milestone:

You can either extend the project with all allocations and the project phase (if there is one) at the milestone. Or you can insert a project break right after the milestone and extend the project duration by moving the following allocations and project phases to the future.

Find out more in the article Extending Projects, Phases and Allocations.

Shortening Projects

In the milestone context menu, there are two options for shortening a project at the milestone:

You can either shorten the entire project at the milestone and delete all following allocations, milestones and project phases. Or you can remove a section of the project right before the milestone and shorten the allocations and the project phase (if there is one).

Find out more in the article Shortening Projects and Allocations.

Milestone Date
Milestones occur at the end of a day. The above-mentioned options are always executed at the end of the day of the milestone date.

Splitting Allocations at a Milestone

When you work with milestones and project phases, it may be useful to split allocations at the milestones. This allows you to enter different allocation values for each project phase.

In the toolbar under Allocation Mode, select Flexible. Hover over the respective milestone, click the three dots in the blue circle and select Split Allocations at Milestone:

When you have split the project allocations at each milestone, the result will look like this: