To create a contract milestone

Note: 

In addition to the basic Add, Update, and Delete actions, the Contract Milestone form includes the following two actions:

  • Complete - for milestones Not Yet Started or In Progress

  • Reopen - available for milestones Completed.

  1. Access Contract Management > In Progress tab.
  2. Select a contract for which you want to create a milestone.
  3. Click the Milestones tab.
  4. Click New.
  5. On the Create Contract Milestone form, use the following guidelines to enter field values:
    Name

    Required. Type a name (up to 50 characters) for the milestone that you are creating.

    Description

    Type a description (up to 500 characters) for the milestone.

    Milestone Date

    Select a date by which the milestone is to be completed.

    Quantity/Rate/Amount/Percent Complete

    Type a number to further define the milestone by a quantitative value. The field PercentComplete is editable and notes how far along the Milestone is to being met.

    Completion Status

    This field is not editable, but indicates that work is either "Not yet started", "In progress", or "Complete" based on the Percent Complete as follows:

    • PercentComplete = 0%, Completion Status is "Not Yet Started"

    • PercentComplete > 0% and < 100%, Completion Status is "In Progress"

    • PercentComplete = 100%, Completion Status is "Complete"

    First Alert (Yellow) Days

    This is the number of days before the Milestone Date that the first alert email will be sent by the notification program, once the notification program has been scheduled and started.

    Second Alert (Red) Days

    This is the number of days before the Milestone Date that the second alert email will be sent by the notification program, once the notification program has been scheduleld and started.

  6. Click Save.