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

Note: Milestones can also be created from the Timeline Workspace. It's an ideal place to build out your project plan by organizing future milestones and activities in one view.

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 or the Project Timeline.

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.