Milestone and Submilestone Development
Use
Milestones are tasks that support an initiative. They are the individual work items that must be executed to complete an initiative. You can assign any number of milestones to an initiative. If a milestone is complex, it may have submilestones that break out the milestone into separate subtasks.
You add milestones to an initiative and add submilestones to a milestone. You can have an unlimited number of levels of submilestones for a milestone.
Prerequisites
To create milestones and submilestones, the system administrator has given this permission to your role. If you can access the New link in the Milestones subtab, it means you can create milestones and submilestones. With these permissions, you can also edit and delete milestones and submilestones that you own that were created by someone else. If you do not have the correct permissions, selecting the milestone or submilestone displays information about it instead.
You selected the Milestones subtab in the Initiative Summary.
Procedure
You can do the following to create milestones and submilestones in the Initiatives Summary:
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Create a milestone for the selected initiative |
In the Milestones subtab, click New. |
Most items you define for a milestone appear in the Milestones and Submilestones table and Fishbone Diagram. Milestones also appear in the Prioritization Matrix. The schedule status of the milestones and submilestones is plotted in relation to the importance. For more information, see Creating a Milestone or Submilestone. |
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Create a submilestone |
In the Milestones subtab, select the milestone and click New. |
For more information, see Creating a Milestone or Submilestone. |
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Edit a milestone or submilestone |
In the Milestones subtab, select |
Editing a milestone's schedule status may cause its initiative's schedule status to change if this milestone is a key factor for the initiative's status. Changing a milestone's schedule status changes where the plot of the milestone or submilestone appears in the Prioritization Matrix and may also change where its initiative is plotted. Changing a milestone's importance changes the color and thickness of the line in the Fishbone Diagram, and also changes location of the milestone or submilestone in the Prioritization Matrix. When a milestone is completed, the milestone author or owner must edit it to specify the actual end date. |
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Delete a milestone or submilestone |
In the Milestones subtab, select |
Deleting a milestone's schedule status may cause its initiative's schedule status to change if this milestone is a key factor of the initiative's status. |
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Change a submilestone to a milestone or change a milestone to a submilestone |
In the Milestones subtab, select Then select or deselect Change This Milestone to a Submilestone of. |
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. Then select the item to edit, and click