Field or control

Description

Subject

The name of the milestone.

Projected Date

Click the Calendar icon next to the field to select the desired Projected or Extension dates.

Note: If you do not click the Dates Unknown check-box, you must specify at least one date in each milestone record.

Note: Once the project phase is reached, the Completion Date field is automatically populated.

Extension

Completion Date

Dates Unknown

Check this box if you do not have any date information to enter in the Projected Date or Extension Date fields.

Completed on phase change

Check this box if you want to automatically mark the milestone as complete when the project phase that is selected in the Phase drop-down box is reached. Once the project phase is reached, the Completion Date field is automatically is populated.

Leave this check-box blank if you plan to set the milestone changes manually.

Transition

If the Completed on phase change check-box is selected, and a Phase is selected, select whether the milestone should be automatically marked as complete when transitioning to the selected phase or transitioning from it.

Phase

(drop-down list)

If the Completed on phase change check-box is selected, select the appropriate project phase at which to automatically mark the milestone complete.

This drop-down lists all phases defined for this project's milestones.

Note: This field does not change the phase of a project record; you are defining a condition under which this milestone is automatically marked as completed.

If you want to change the phase of a project, see Changing Project Phases.

Notes

Type any additional comments related to this milestone.