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For TeamConnect, custom records are referred to in this guide as Projects. For TeamConnect Legal and TeamConnect® Express, custom records are referred to in this guide as Matters. In this guide, the terms project and matter can be considered as the same.

Milestones are measurable activities within a project that help bring the project to conclusion. You must assign the appropriate rights to view or work with milestones, as explained in the following tables:

The Basic Rights for Milestones table explains basic rights you may assign to a group to allow its members to work with Milestones, for example, View Project Milestones and Edit Project Milestones.

The Additional Milestone Rights table explains rights you can assign to work with additional pages that are part of that Project, for example, View Project security and Edit Project security.

See the User Guide for more information on projects and milestones.

Note: After creating a custom object (project), you must create an associated Involved object. Afterward you can assign rights for that Involved object.