Create Milestone dialog box

5 minutes
1 year ago

Create Milestone dialog box

Use this dialog box to record a project milestone in the project timeline.

Title

Enter the title of the milestone.

Deadline

Select the date the milestone was/must be met from the calendar.

 

Click to open the Calendar Item Recurrence dialog box to configure the settings for a recurring milestone.

Color

Select a color to represent the milestone from the drop-down color menu.

Invitees

Created By

Indicates who created the milestone.

Team Members

Select the project team members who were involved in this milestone. You can select the Entire Project Team, the Internal Project Team, or Selected Team Members. If you choose the Selected Team Members option, the Team Members button is activated, which you can click to open the Choose a Project Team Member dialog box to select particular team members.


Comments tab

Enter any comments about the milestone in this tab.

 

Email Log tab

This tab lists all email messages associated with this milestone. When a user clicks File in Project (then chooses the Timeline option from the Select Project Item dialog box) from the legacy Project Center Add-in for Microsoft Outlook Toolbar, the email message appears here.

You can copy and paste email messages from Microsoft Outlook and Windows Explorer into this tab.

Double-click an email message to open it in Microsoft Outlook. From there, you can reply to or forward the message.

When you select an email message, a preview appears in the right pane.

Add

Click to select an email message to add to the Email Log.

Remove

Click to remove the selected email message from the Email Log.

 

Supporting Documents tab

Use this tab to attach files to the milestone, and to view existing files. For example, if you complete a milestone, and a particular drawing is related to it, you can use this tab to attach the drawing file to the milestone.

You can copy and paste and drag and drop files from Windows Explorer into this tab.

Supporting documents are live links to project files. If the file is modified, the contents in the files listed here change accordingly.

Set Order

Click to open the Set Document Order dialog box to set the order of the documents.

Add Files > Another Project File

Click open the Add Supporting Documents dialog box to locate and attach a file to the milestone.

Share with External > Yes

Click to allow the selected files to be shared with external project team members through Info Exchange.

Remove

Click to remove the selected supporting file from the milestone.

Preview tab

A preview of the selected file appears here.

Related Items tab

This tab lists all Project Center items related to the file.

 

This tab lists all Project Center items related to the milestone.

Set Parent > Another Timeline Phase

Click to open the Choose Parent dialog box to make this milestone part of another phase, making the phase the parent of the milestone.

Relate to >

Click to select an existing project item and establish a relationship between it and the currently selected milestone. This gives you the ability to link two items that are related together. (For example, an action item that is related to a milestone.) Select Another Project Item to open the Select Project Item dialog box to locate an item that is not in the list.

Share with External > Yes

Click to allow the selected item to be shared with external project team members through Info Exchange.

Remove

Click to unlink and remove the selected project item from the Related Items tab.

Removing a related item from the Related Items tab does not remove it from the database.

The Relation Type column  has two icons to indicate the relationship type:

The icon indicates that the relationship was created by a user and can be deleted (such as an action item related to a milestone).

The icon indicates that the relationship was created by Project Center and cannot be deleted (such as a transmittal or record copy related to a milestone).

 

Change Log tab

This tab lists the dates and project team members who created and modified the milestone, and any details.


Keywords

Click to open the Choose Keywords dialog box to add keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. to this milestone that you can use for filtering.

Click to spell check the fields in this dialog box. If any mistakes are found, the Spelling Check dialog box opens with spelling suggestions.

 

To access this dialog box

Click Add > Milestone from the Tasks panel of the Project Timeline activity center.