- Success Hub
- Milestones
- Milestones
Creating a Milestone
Learn how to create a Milestone and the difference between draft versus published
Creating a Milestone
To create a new Milestone follow the steps below:
- Click Milestones in the navigation panel
- Click the + New Milestone button
- Enter a Milestone Name
- Select a Milestone Start Date
- Select a Milestone Design Phase
- Click either Create as Draft or Create and Publish
Draft Versus Published
Draft Milestone
When a Milestone is created as a draft, it is hidden from the Cost Trendline and reports. Draft visibility can also be restricted according to the role permissions. This allows the draft to be used as a review area before sharing visibility with the team.
Caution: If the Milestone is not published, it will not be visible on the Cost Trendline.
Published Milestone
When a Milestone is published, it becomes visible to the team. The Cost Trendline will start tracking the detailed history of changes to the Milestone and associated Items over time.
Note: Estimates and Budgets can also be created as drafts independent of the draft/published state of the Milestone.