List of milestones
This screen lists the milestones already created on the platform. Milestones are attached to a project. For this reason, it is not possible to create milestones via this screen, so you need to turn to the Planning theme in the project area.
This screen can be accessed by clicking on the homepage block titles Milestones within 30 days
List of milestones
La view List of milestones is available for this screen.
General actions
Edit ➡️
Milestones - milestone modification
Button name | Description |
---|---|
It is possible to apply | |
It is possible to modify | |
This button is used to mass edit batch edit milestones . | |
This button is used to download a file |
Filter milestone list
Click on Register to apply the filter and
Close to return to the list.
Project filters and filter criteria applied via the Filteraction are cumulative.
Modifying a milestone
Click on the milestone label to access it directly. The Modify tab is then used to make changes to milestone elements.
There are 3 tabs for modifying a milestone :
Button name | Description |
---|---|
It is possible to insert the contents of a template from the list of | |
This button is used to download a file | |
This button displays the milestone 's modificationhistory : date, user, action, object, property, value... Actions are sorted from most recent to oldest. | |
Delete milestone
Right required: | |
Enables the target date of the parent phase to be copied into the milestone being modified. |
Advanced tab
Here are the fields found in this screen:
batch edit milestones
By selecting several milestones in the milestone list, you can modify certain fields to save time.
General actions
Here are the fields found in this screen:
It is possible to select structure values from those created on the platform and which can be attached to a project (defined on Add attachments to selected items
or Replace attachments for selected items
). Hierarchies