Features Below Available To: ✅ Grow Plan ✅ Track Plan ❌ Free Plan
Milestones are checkpoints within a phase that aid in evaluating the health of the project. Each phase can have none or multiple milestones and each milestone can have multiple deliverables. Continue reading below for more information on creating Milestones.
All users, regardless of their permissions, can view milestones. Only Admins or users with "Edit projects" or "Edit assigned projects" permissions enabled can create, edit, or delete deliverables for all projects or assigned projects.
Users on a free consultant plan should refer to this article for more information on collaborative milestones and deliverables.
Invite consultants to collaborate in Monograph and follow along with the project's milestones. Click here to learn more.
🎓 Looking for an overview of all of your Projects' milestones? Click here to learn about the Milestones Overview page.
Creating a Milestone
To add a milestone to a phase, click Projects from the main menu and select the specific project for which you would like to add a milestone. In the sub-menu, click Deliverables to see a list of all phases. By default, this page is sorted based on the following order:
Order by phase timelines
Within each phase, order by milestone date
Within each milestone, order by deliverable due date
Click on the specific phase to expand a list of any associated milestones and/or deliverables. Click Add milestone to add a new milestone for that phase.
A pop-up will appear where you can fill in the fields with the required details.
Milestone name: Name of the milestone you are creating
Date: The date by which the milestone and any associated deliverables must be completed
The date selected must be within the phase timeline
Description (optional): A description or additional information regarding the milestone
After all of the necessary information has been added, click on the Create button to finalize the milestone. The new milestone will now appear in the phase's list of milestones.
Additionally, a circle will now appear in the upper right corner of the phase to represent the milestone. As any associated deliverables are completed, the circle will begin to fill in. Once all associated deliverables are complete, the circle will be fully filled in.
🚨 If you extend a Phase's end date or move a Phase into the future, any associated Milestones' due dates will adjust based on the Phases' new end date.
Please note that this will only affect Milestones with future due dates. If there is a Milestone with a due date in the past, it will not be adjusted and will need to be manually edited if necessary.
Editing a Milestone
To edit a milestone, click on the phase that includes the milestone that you'd like to edit. This will expand the milestones with the specific phase.
Click on the Edit button for the specific milestone and a pop-up window will appear, which will allow you to change the name, due date, and description of the Milestone. Click Save once complete.
Deleting a Milestone
To delete a milestone, click on the "X" button to the right of the milestone.
A pop-up will appear confirming if you'd like to delete the milestone. To proceed, click Delete.
Collaborative Milestones
When a collaborative consultant is invited to a specific phase, or to the project as a whole), the phase or project milestones will be visible to the company's team.
A special icon will appear to indicate when a milestone is shared, which will appear in both the Gantt Chart as well as the Milestones page.
Collaborative milestones cannot be edited by the invited firm - only viewed.