Use the Milestone page to view, create, and edit the steps or activities to complete when working on a project, such as claim investigation or a site survey. Each project may contain several milestones, and each milestone can have a number of tasks and appointments associated with it.
Milestones also have a set of additional pages where you can add additional information, such as a Documents page where you can add documents that relate to the milestone.
You can view, create, and edit Milestone records only after you open the associated project record.
Note: You are only able to view and use milestones if you have upgraded from TeamConnect 2.x.
You can perform the following tasks to manage milestones for a project:
