Add a milestone to a job
- In the Jobs menu, select Jobs.
- Drill down on the job number of the job you wish to add a milestone to.
- On the job detail screen, select the Milestones Tab.
- Click the + Add a Milestone button.
- In the Add Milestone dialog, fill in the the details of the milestone. For more information on what each field is for, see the Data fields reference section below.
- Save your changes. The milestone is displayed.
Edit a milestone
- In the Jobs menu, select Jobs.
- Drill down on the job number of the job that contains the milestone you wish to edit.
- On the job detail screen, select the Milestones tab and drill down on the date of the milestone you wish to edit.
- In the Edit Milestone dialog, add or change information about the milestone. For more information on what each field is for, see the Data fields reference section below.
- Save your changes.
Data fields reference
Field | Description |
---|---|
Milestone |
The name of the milestone. |
Phase |
The phase of the job that the milestone is associated with (if any). |
Select Date |
The date that this milestone is due to occur. Select the date from the drop-down calendar. |