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.