Creating critical paths
- From the menu, select Tracking > Critical Path.
- Click New.
- Specify this information:
- Name
- Specify a name for the critcal path.
- Description
- Optionally, provide a description about the critical path.
- Status
- Select a status from the list.
- Workflow
- Optional. If this field is blank, specify the name of the workflow as defined in ION Desk.
- Type
- Select the type of critical path. The default value for new and existing critical paths is For Development. To use the critical path in a Request for Purchase Order, select For Purchase Order.
- On the Selected Milestones section, click the Add Milestones icon.
The Milestone Library is displayed on the right pane.
- Select milestones and click Add.
- Click Save.