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List of milestone templates
A milestone template allows you to enter various information in advance, which will be automatically captured for milestones created with this template.
This saves time when a project often involves the same milestones.
Rights required : 
Consultation of a planning object template
We can have a filter All projects or a filter that works with criteria.
This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.
Click on 
This button allows you to add a milestone template .
Allows you to modify an milestone template .
This button is used to sort :
- in ascending order on first click (down arrow)
- in descending order on second click (arrow up) A third click on this button removes the sorting.
Sorting is performed on the header of a list in the application: list of views, users, projects, etc.
Creating and modifying a milestone template
The creation and modification forms are similar.
These forms are divided into two parts: template information and Information copied into the milestone. This information is used when creating the milestone or applying the template to a milestone that has already been created.
Here are the fields found in this screen:
Wording Code Long label status Attachments 
Typemanager 
Message .svg)
Calendar 
If multilingual configuration is enabled, an additional field must be filled in a section Multilingual.
This field corresponds to the object label in the other language.
Validates your changes. This may redirect you to the previous page on some screens.
This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.
Allows you to delete a milestone template .
Right required : Deleting a template from a schedule object
Accesses the list of milestone attributes .svg)
Phase / milestone
Allows you to add the selected attributes to form creating/modifying a phase, milestone, phase template , or milestone template .
Displays the list of changes made to this milestone template by all users.
Stocks are sorted from the most recent to the oldest date.
Attachment management
It is possible to add an attachment to template phase template , which will be automatically added when creating the phase applying this template an phase created phase .
This action concerns the Attachment(s)
You can add a document to this attachment. For example, if the attachment is labelledDocument 123", you can upload a file entitled .pdf, .html, .docx, .png, .bmp, .gif, .xls, .xlsx, .txt...
This action concerns the Attachment(s)
This button allows you to add a new line to the list of attachments, and therefore add a new file.
A maximum size is imposed for security reasons: 10MB for each document added. Error Message displayed: The file "XXX.xxx" (x GB) exceeds the maximum size allowed (10.00 MB) DD/MM/YY HH:MM. This is a server configuration setting, default: 10MB.
This action concerns the Attachment(s)
This button allows you to change information about an attachment that has already been added.
This window will then appear:
This action concerns the Attachment(s)
This button allows you to instantly delete the attachment.