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) Project Name & Following status projects will not be visible in the project listing:
Hold
Cancelled
Completed
Archived

C) Start date
D) End date
E) 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

F) Budgeted Hours (Numeric field)
G) Project 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.

Step 3:
Click on the Continue or Save button.

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

Updated on: 20/02/2024