Transitioning Items to a Different Milestone

Learn how to transition Items from one Milestone to another, either Item by Item or in batch

Transition a Single Item

1. Click the Items tab in the top navigation bar
2. Open the Item Sidebar by clicking the Item Sidebar button for the Item you want to transition
3. Click the Edit  button in the General Info section of the Item Sidebar
4. Select the Milestone you want to move the Item to
5. Select another status if applicable
6. Click the OK button

Transition Multiple Items

1. Click the Items tab in the top navigation bar
2. Click the check box to the left of each Item that you want to transition
3. Click the Edit Items button, which will appear after more than one Item is selected to open the Edit Selected Items menu.
4. Click the Milestone drop-down list and select the Milestone to transition the Items to
5. Click the Status drop-down list and select another status if applicable
6. Click the Apply Changes button

Transition Items with Copy From

You can transition Accepted Items from one Milestone to another with a status update to Incorporated. This occurs when using the Copy From workflow and selecting the Running Total, then checking the transition Items box.