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
Thank you!