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changes.mady.by.user Thomas Sherman

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changes.mady.by.user Chris McFarlane

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Comment: fixed a typo - "lined project" to "linked project"

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FieldDescription
Milestone NameThe name appears on your invoices
Lined Linked Project

Optionally specify which project is associated with this milestone. Useful if you invoice your clients at the project level. Also useful when viewing reports broken down by project, or when using the Project Dashboard.

Can be left empty to not associate with any projects. For example, if a pre-payment is used to cover two separate projects linked to the same contract.

Project Task

Optionally specify a detailed task management task with this milestone. To enable this dropdown ensure that Detailed Task Management is ticked on Project - Setup Project. Only eligible tasks are shown in the dropdown. A task is eligible if:

  • is not a parent task
  • effort is 0 hours
  • Open for time is UNticked
  • Was never used to transfer time

Once you associate the milestone with a task, the Planned Date is no longer modifiable in this screen. The Planned Date is instead driven by the task date. Marking the task complete marks the milestone achieved.

AmountThe amount that the client should be invoiced for this milestone. Use a negative amount to issue a credit memo.
Planned DateThe date you plan to reach the milestone. If milestone is associated with a Project Task, this field cannot be edited. It is instead driven by the task end date.
Achieved Date

The date the milestone was actually achieved. Once a milestone is achieved you can no longer edit any other settings. If you wish to make changes click X in the date field.

For milestones tied to DTM tasks you cannot manually set an achieved date. You must go mark the task achieved.

Status

The following status' are available

  • Pending - the milestone is yet to be achieved, but will in the future
  • Foregone - the milestone has not and will not be achieved
  • Achieved - set this by choosing an achieved date
  • Billed - set when this milestone is on an issued invoice

The status is set automatically except for Pending/Foregone. You can choose between Pending/Foregone as long as the milestone is unachieved.

Invoice NumberShows which invoice this milestone is on. For example, DRAFT00432 or INV00223
DescriptionA description of the milestone. This can optionally be included on your invoices by editing the template.

Delete

Delete the current milestone. Only available for milestones that are NOT on an invoice.

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