Creating project milestone default values
As an administrator-level user, you create the default values for the project milestones that appear in the Schedule phase of a project lifecycle. The project managers will be able to modify these values and their order in the schedule. They will also be able to add new milestones and remove existing ones.
To create default project milestone values
- In the Template Details screen, in the Project Milestone section, click Edit.
The Project Milestones screen appears. - Follow the instructions below for the task you want to complete.
- To modify a milestone or its description, double-click in the cell and enter the new value in place of the existing value.
- To change the order of the milestones, select the row, and then click the up or down arrow to change the position of that row.
- To add a new milestone:
- Click Add.
A new row appears and includes a Delete button in the Actions column. - Double-click in the Name cell and enter a name to replace <name>.
- Double-click in the Description cell and enter a description to replace <description>.
- Double-click in the Milestone Type cell and select a type from the drop-down list.
The values in this list can be modified by selecting Project Portfolios - Project Selection Lists - Milestone Type.
- Click Add.
- To delete a project milestone:
- Click the corresponding Delete button in the Actions column.
- Click Save.
Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*