Creating milestones on the weekly view

Milestones help teams align around important goals, such as inspections, approvals and deliverables. They can be color coded and assigned conditions of satisfaction that specify completion requirements. Milestones may also be added from a master schedule. Refer to the Import master milestones article for information on how to do this.  

Add a milestone 

To create a milestone: 

1. Right-click on any empty space in the plan (or press and hold on a touch display). 
2. Select Add milestone in the contextual menu.
3. The Add milestone dialog will appear with the following fields:
   • Name — Required. Enter the milestone title.
   • Schedule milestone ID — Optional. Use this to link back to external schedules. This field will be populated if milestones are imported.
   • Add condition of satisfaction — Optional. Add supporting criteria (see section below).
   • Color selector — Choose a milestone color. Default is red.
4. Fill out the necessary fields and click Save to create the milestone or Cancel to discard. 

Add a condition of satisfaction 

A condition of satisfaction for a milestone is a clear, measurable, and verifiable criterion that must be met to confirm the milestone's completion. It explicitly defines what "done" looks like for a particular stage of a project, eliminating ambiguity and aligning all stakeholders on expectations. It could include specific deliverables, satisfying standards or passing an inspection.

To add a qualitative condition for the milestone: 

1. In the Add milestone dialog, click + condition.
2. The Condition of satisfaction dialog opens with:
   • Name — Required. Describe the condition (e.g., “Obtain final approval”).
3. Click Save to add the condition or Cancel to leave the milestone dialog unchanged. 

These conditions provide additional criteria to meet the milestone and help teams track deliverables more clearly. 

Edit a milestone 

To modify an existing milestone: 

1. Right-click the milestone. 
2. Select Edit milestone in the contextual menu.
3. In the Edit milestone dialog, you can:
   • Edit the name.
   • Edit the schedule milestone ID.
   • Add or edit conditions of satisfaction.
   • Change the milestone color.
4. Click Save to confirm edits or Cancel to exit without saving. 

Edit or delete a condition of satisfaction 

Each milestone’s conditions appear as rows within the Edit milestone dialog. Each row includes: 

• The condition name. 
• An edit icon. 
• A trash icon.  

To edit a condition of satisfaction: 

1. In the Edit milestone dialog, click the edit icon next to the condition. 
2. In the Edit condition of satisfaction dialog, update the name or description.
3. Click Save to apply or Cancel to discard.  

To delete a condition of satisfaction from a milestone: 

1. In the Edit milestone dialog, click the trash icon next to the condition. 
2. The condition will be removed from the list.
3. Click Save to apply the deletion or Cancel to revert.