--- title: Milestones Overview description: Learn what Milestones are in Join and how they capture estimates, budgets, attachments, and Items at key points in time during preconstruction. --- [Skip to content](https://success.join.build/en/knowledge/milestone-overview#main-content) [Contact Join Support](https://success.join.build/en/knowledge/kb-tickets/new?hsLang=en) [![Join Help Center](https://success.join.build/hubfs/Join%20Help%20Center.svg)](https://success.join.build/en/knowledge?hsLang=en) Open main navigation Close main navigation - [Contact Join Support](https://success.join.build/en/knowledge/kb-tickets/new) - [Login](https://app.join.build/) [Login](https://app.join.build/) Hi! 👋 How can we help? - There are no suggestions because the search field is empty. 1. [Join - Help Center](https://success.join.build/en/knowledge?hsLang=en) 2. [Milestones](https://success.join.build/en/knowledge/milestones?hsLang=en) 3. [Milestones](https://success.join.build/en/knowledge/milestones?hsLang=en#milestones) # Milestones Overview ## Learn what Milestones are in Join and how they capture Estimates, Budgets, attachments, and Items at key points in time during preconstruction. A Milestone is a significant point in time that occurs during preconstruction, typically coinciding with a new issuance of new contract documents. It can also be a point in time to draw a line in the sand, true up decisions made, and rework an estimate in the same drawing set. These points in time are captured as **Milestones** in Join and contain estimates, budgets, attachments, and Items tied to that Milestone. ### Milestones Page ![](https://success.join.build/hs-fs/hubfs/image-png-May-16-2024-04-37-59-5667-PM.png?width=670&height=317&name=image-png-May-16-2024-04-37-59-5667-PM.png) The Milestones page stores all the data, history, and relevant information for all project milestones in one central location. The [active Milestone](https://success.join.build/en/knowledge/join-terminology?hsLang=en) is typically indicated by a filled in blue flag icon. The **Design Phase** field helps to communicate which stage of design the Milestone pertains to. Milestones are listed in chronological order, based on their **Start Date**, which also determines their position on the cost trendline. Clicking on the Milestone Name opens the **[Basics](https://success.join.build/en/knowledge/milestone-overview#basics)** tab, which contains general information about that Milestone. The **[Estimate](https://success.join.build/en/knowledge/milestone-overview#estimate)**, **[Budget](https://success.join.build/en/knowledge/milestone-overview#budget)**, and **[Gross Square Feet/Meters](https://success.join.build/en/knowledge/milestone-overview#metrics)** values are hyperlinked to their respective tabs for deeper insights. Clicking the **Milestone Report** hyperlink will launch a [Milestone Summary Report](https://success.join.build/en/knowledge/milestone-summary-report?hsLang=en) for each Milestone. Clicking on the **Items (#)** hyperlink will open the [Items list](https://success.join.build/en/knowledge/items-list?hsLang=en) filtered to the Items in that Milestone. #### Basics On the **Basics** tab, you can update the Milestone Name, Milestone Start Date, Design Phase Type, and Description.  The Milestone Start Date can also be adjusted directly from the Project Timeline, allowing for better coordination with other Milestones and activities. ![](https://success.join.build/hs-fs/hubfs/Screenshot%202025-05-28%20at%209-33-15%E2%80%AFPM-png-1.png?width=670&height=455&name=Screenshot%202025-05-28%20at%209-33-15%E2%80%AFPM-png-1.png) #### Metrics On the [**Metrics**](https://success.join.build/en/knowledge/metrics?hsLang=en) tab, you can assign quantities to each [unit of measure](https://success.join.build/en/knowledge/units-of-measure?hsLang=en) for that Milestone. Entering these quantities will allow you to evaluate the cost per unit for a variety of units on the Dashboard and in [reports](https://success.join.build/en/knowledge/reports-overview?hsLang=en).  ![](https://success.join.build/hs-fs/hubfs/image-png-Oct-20-2025-10-56-12-7645-PM.png?width=670&height=379&name=image-png-Oct-20-2025-10-56-12-7645-PM.png) ***Tip:** You can create a custom [unit of measure](https://success.join.build/en/knowledge/units-of-measure?hsLang=en) if the one you want is not in our list of built-in units of measure.* #### Estimate On the **Estimate** tab, you can [import](https://success.join.build/en/knowledge/estimate-overview?hsLang=en), modify/adjust, and categorize your Estimate and Markups. Once uploaded, the Estimate provides the background and perspective to the decisions that you are making in Join. ![](https://success.join.build/hs-fs/hubfs/image-png-Oct-20-2025-11-00-27-1752-PM.png?width=670&height=497&name=image-png-Oct-20-2025-11-00-27-1752-PM.png) #### Budget On the **Budget** tab, you can [import](https://success.join.build/en/knowledge/estimate-overview?hsLang=en), modify/adjust, and categorize your Budget and Markups to add [additional value to your project](https://success.join.build/en/knowledge/why-include-a-budget?hsLang=en). The Budget can help visualize a Target Value, compare it to a previous Milestone's cost, represent a secondary opinion of cost, etc. The Budget can be [lump sum](https://success.join.build/en/knowledge/how-to-make-a-lump-sum-budget?hsLang=en), [pro-rata](https://success.join.build/en/knowledge/how-to-prorate-a-budget-from-an-existing-estimate?hsLang=en), or a full detailed budget estimate. ![](https://success.join.build/hs-fs/hubfs/image-png-Oct-20-2025-10-59-05-2879-PM.png?width=670&height=417&name=image-png-Oct-20-2025-10-59-05-2879-PM.png) #### Attachments On the Attachments tab, documents can be uploaded to share with the team. You can also link to a document management solution such as [Autodesk](https://success.join.build/en/knowledge/adding-attachments-using-the-autodesk-integration?hsLang=en), [Procore](https://success.join.build/en/knowledge/adding-attachments-using-the-procore-integration?hsLang=en), or[Egnyte](https://success.join.build/en/knowledge/egnyte-file-management?hsLang=en). ![](https://success.join.build/hs-fs/hubfs/image-png-Oct-20-2025-11-01-27-2131-PM.png?width=670&height=206&name=image-png-Oct-20-2025-11-01-27-2131-PM.png) ***Best Practice:** The attachments section can be used as a central location to store drawings, specifications, reports, clarifications and assumptions, or any other documentation specific to the Milestone.*   - [Getting Started with Join](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#main-content) - [Join Overview](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#join-overview) - [I'm a new Join user](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#im-a-new-join-user) - 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