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

• Required User Rights
• Adding, Editing, and Deleting Milestones
  • Gantt Charts
  • Milestones Section in the Project Details
• Displaying Milestones
  • Milestones with Unmet Dependencies
  • Filtering 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 have access to. To add, edit, or delete milestones, your user group must have the following rights:

• Under Project & Resource Planning >Detailed Project Rights, the Add, Edit and Delete Milestones and their Dependencies right
• To edit milestones in the Plan of Record, you need to have the Edit Plan of Record right under Views & Areas > Scenarions and Plan of Record; to edit them in a scenario, you need to have the edit rights for the respective scenario

Adding, Editing, and Deleting Milestones

You can add, edit, and delete milestones in the following views:

• Portfolio Designer
• Project Details (Allocations tab and Milestones section)
• Quick Import (only add and edit)
• Milestone Import from connected tools

Gantt Charts

To add a milestone to a project in the Portfolio Designer or the Allocations tab in the Project Details, hover over the project's bar. Next, click the blue circle with the three dots above the bar and select Add Milestone:

Enter a Name and Date,. You can also add a Project Phase and a Status, although it isn't required:

To edit or delete a milestone in the Portfolio Designer or the Allocations tab in the Project Details, hover over the milestone and click the blue circle with three dots. 

You can also move milestones using drag and drop.

Milestones Section in the Project Details

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

Click Add to add a new milestone. Hover over a milestone's row to edit a field, and click the trash can icon at the end of the row to delete the milestone.

Displaying Milestones

You can display milestones in the following views:

• Portfolio Designer: Select a project to see its milestones and dependencies. When you click the three dots after a project's name, you can select Show All Milestone Names.
• Portfolio Dashboard: Add a card of the type Milestone List to your configuration.
• Project Details: In addition to the Milestones section and the Allocations tab, you can visualize milestones in the Task Timeline tab.
• Roadmap: In the toolbar, click Display Milestones and select an option from the dropdown.
• Export to Excel: Select the option Milestones when exporting data.

Milestones with Unmet Dependencies

Any milestone with unmet dependencies is always displayed in red, even when it is not selected or hovered over, as long as it belongs to a project above the Cut-Off Line.

An unmet dependency occurs when:

• If a dependent milestone precedes the first milestone on the timeline.
• If the first milestone in the dependency is below the Cut-Off Line.

If a dependent milestone is below the Cut-Off Line, it will never be displayed in red because its project is not part of the current plan.

Learn more in the article Dependencies.

Filtering Milestones

In the Milestones section of the Project Details, you can filter milestones by system and custom milestone fields.

The following filters are available:

• All custom milestone fields of the Date, Single-Select, Multi-Select, and Resource types. You can select the fields as a filter even when they are not configured in the Milestones section.
• Date: Set a date range for displayed milestones. You can choose between the following options:
  • Monthly Rolling Period
  • Weekly Rolling Period
  • Custom Date Range
  • Future
• Status: You can select from the following statuses:
  • On Track
  • Needs Attention
  • Off Track
  • Done
• Project Phase: Filter by the project phases configured under Manage > Advanced > Project Phases.
• Milestone: Filter by the milestones' names in the respective project.

The filters are always available, even if the corresponding field is not configured as a column in the table.

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

• Date Range: Set a date range for displayed milestones. You can choose between the following options:
  • Monthly Rolling Period
  • Weekly Rolling Period
  • Custom Date Range
• Milestone Status: You can select from the following statuses:
  • On Track
  • Needs Attention
  • Off Track
  • Done
• Project Phase: Filter by the project phases configured under Manage > Advanced > Project Phases.
• At-Risk Dependency: Only milestones with an at-risk dependency will be displayed.

Editing 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: