Defining a milestone

Part of creating a milestone is defining the milestone that comes after it in an activity's progress. To do this, the next milestone must already be defined, so it is good practice to plan each milestone for an activity and then define the milestones backwards by creating the last milestone first, then the second-to-last milestone, and so on. You can add milestones from either the Activities tree or the Activity InfoViewer.

  1. Open the Milestone dialog box.
    To add a milestone from the Activities tree, either right-click the Milestones node for the selected activity and select Create a Milestone, or click the Milestones node and add the milestone to the grid on the right.
    To open the InfoViewer, right-click the activity's node in the tree and select Open Activity. Then select the Milestones tab, click Add above the grid, and specify this information:
    Milestone
    Specify a name for the milestone. It must be unique within the activity but can be reused in other activities.
  2. Specify the milestone that follows the current milestone within the progress of the work order.
    If the next milestone will always follow the current milestone, specify the name of that milestone in the Default Next Milestone field. To calculate the next milestone based on a formula, specify the formula in the Progression Formula field.
    See Calculating the next milestone.
  3. In the Standard Operating Procedures field, specify any standard operating procedures.

    See Defining standard operating procedures for an activity.

  4. Click Save.
    The new milestone is displayed in the Activities tree.
  5. Specify the necessary supporting information for the milestone, such as tasks and standard operating procedures.
    You can specify tasks, edit constraints, and specify details for the work order when it enters this milestone.
  6. Define status checks for the milestone as required.

    See Status checks.