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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
The Milestones page stores all the data, history, and relevant information for all project milestones in one central location. The active milestone is indicated by the filled-in flag right of the Milestone Name.
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 tab, which contains general information about that Milestone. The Estimate, Budget, and Gross Square Feet/Meters values are hyperlinked to their respective tabs for deeper insights. Clicking the Milestone Report hyperlink will launch a Milestone Summary Report for each Milestone. Clicking on the Items (#) hyperlink will open the Items list filtered to the Items in that Milestone.
Basics
In 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.
Tip: Type a URL into the Description field to create a hyperlink to a shared document location.
Metrics
In the Metrics tab, you can assign quantities to each unit of measure 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.
Tip: You can create a custom unit of measure if the one you want is not in our list of built-in units of measure.
Estimate
In the Estimate tab, you can import, modify/adjust, and categorize your estimate and markups. The estimate, once uploaded, provides the background and perspective to the decisions that you are making in Join.
Budget
In the Budget tab, you can import, modify/adjust, and categorize your Budget and Markups to add additional value to your project. 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, pro-rata, or a full detailed budget estimate.
Attachments
In the Attachments section, documents can be uploaded to share with the team. You can also link to a document management solution such as Autodesk, Procore, or Egnyte.
