Adding a Milestone to a Job

A milestone is a scheduled event that marks the completions of significant deliverable element or components of a job. For example, send first draft to client; building inspector sign off.

•         Use milestones to manage important job events which are completely independent of the tasks or job start and finish dates.
•         Milestones can be created when you’re setting up a new job as part of a job template, or added any time during the life of a job.

To add a milestone to an existing job:

1.   In the Jobs menu, select Jobs.

2.   Drill down on the job number of the job you wish to edit.

3.   On the job detail screen, select New Milestone.

4. Choose the date and complete the Milestone: description

•         You can view the milestone in both the calendar view and milestone list in the job. 
• It will also show in the job manager screen, and your dashboard will show the next two weeks of due milestones.

  To Edit or delete your existing milestone

• 1.Drill into either the calendar view or the list2.       Select the date you want to edit. Make your changes or delete and save.3.   As you complete the milestones, select the checkbox. It will show this as being complete and remove from the calendar.

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  •   If you need to reinstate it, simply unchecked it. Once a milestone goes past the due date, it will change to RED