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:

  1. Click the Milestones tab in the top navigation bar
  2. Click the + New Milestone button
  3. Enter a Milestone Name
  4. Select a Milestone Start Date
  5. Select a Milestone Design Phase
  6. Click either Create as Draft or Create and Publish

Draft Versus Published

Draft Milestone

When a Milestone is created as a draft it will hide the Milestone 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 prior to 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.