Purpose

The Milestones module allows users to track up to 20 different Milestones for contracts or jobs. Users can mark Milestones as completed, add due dates and notes, or indicate if a Milestone is not applicable. This module provides a quick view of the status of a contract or job at a glance. 

Milestones Module

The Milestones module home page or "list view" displays all active Milestone records for contracts and jobs within the system, allowing users to add new records, edit existing ones, and quickly access various functions.

• Job/Contract: Displays the associate Job or Contract record
• Milestones: Displays all Milestones and each records current Milestone status.
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  • Archive: Archive the Milestone. This removes from the active list.
  • Delete: Permanently delete the selected Milestone.

Selected Milestone

• < / > arrows: Cycle through the Milestone tasks for the selected record.
• Due Date: Enter a required Due Date for the Milestone.
• Notes: Add additional information to each Milestone. 
• Complete: Mark that a Milestone has been completed.
• Not Applicable: Mark Milestones that don't apply to specific jobs or contracts.
• Done: Save any changes to the Milestone.

Options

• Print: Print the current Milestones.
• Show/Hide Archived: Display or disable archived Milestones.
• Auto Add Jobs/Contracts: Toggle automatically adding Contracts/Jobs to the Milestones module
• Show Contracts Only: Display on Contract related Milestones.
• Show Jobs Only: Display only Job related Milestones.
• Advanced Filter: Perform a more advanced search to filter Milestones.

Sort by Assigned Roles

Use the Advanced Filter to perform a more advanced search to filter Milestones. Commonly can be used to filter by assigned Job/Contract “Roles”.

• Project Manager: Filter by the assigned Project Manager (role set as 'Manager' in Assigned Roster).
• Sales / Estimator: Filter by the assigned Salesperson or Estimator (role set as 'Sales' or 'Estimator' in Assigned Roster).

Additional Features

• Customizable Milestones: Set up to 20 different Milestone names. Via the “Settings” module within the planning workflow.
• Visual Status Indicators: Different colors indicate the status of Milestones (e.g., green for completed, pink for past due).
• Quick Navigation: Easily jump to full job or contract records from the Milestones module.