Articles on: Projects

How to Add Milestone in a Project

How to Add Milestone in a Project


Roles and Permissions:


Organization Owner/Manager :

  • They can Add Milestone , View Milestone and Edit Milestone.


Delivery Head :

  • They can Add Milestone , View Milestone and Edit Milestone.


Project Manager (User) :

  • They can't Add Milestone . They can edit and view only assigned Milestone .


User :

  • They can't Add Milestone . They can edit and view only assigned Milestone .


Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/


Step 1:


Click on the any Project you wish to add Milestone.



Step 2:


Click on the "Add Milestone" button to add any milestone on a project the following details to be added :



A) Milestone Name (text field - mandatory)

B)Start date

C) End date

D) Flag: Select Internal / External (default internal)

  • (If set to Internal): Milestones will only be visible only within organization
  • (If set to External): Milestone will be visible to both within organization & to clients as well

E) Select Budget (COST/HOURS)

F) Enter Budget

G) Milestone Owner

H) Mark if you want to make this Milestone as Change Request(default unchecked)

  • If Checked, the CR (Change Request) tag will be displayed on top of the name of any milestone.
  • If Unchecked, the CR tag won't be displayed on the milestone name.


Click on the Continue or Save button.



Note: that to add a milestone on any project, the "Project Milestone" setting must be enabled from General settings.

Please follow the link : https://support.workstatus.io/en/article/how-to-enable-the-project-milestone-hlurye/?bust=1716799811151

Updated on: 24/10/2024

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