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 Generating Dates from Milestones

Use

If you use this function, the system copies the billing plan data from the milestones when you create items for your billing plan.

In customizing, you can stipulate whether the billing plan data is adjusted automatically when the dates in the milestones change.

Prerequisites

The date category has been maintained in Project System customizing, step Maintain Date Category for Billing Plan . If you have so specified in customizing, the system adjusts the dates in the billing plan if the milestone dates change.

You must set the sales document date indicator in the milestone detail screen.

Note Note

If you are working with a template, you can only use the milestone date function to generate new dates for the billing plan.

End of the note.

Procedure

  1. Call up the WBS element billing plan.

  2. Choose Dates for milestones .

  3. The system displays the Selection Criteria dialog box.

  4. Use this dialog box to specify the network or WBS element from which you want to copy milestones.

  5. The dialog box Milestones for Billing Plan appears.

  6. Select the milestones you want to take over as dates.

  7. Choose Copy.

Result

In the billing plan, the system takes over the date of the milestone as the billing date and the description from the milestone key as the description.

Note Note

When you define or change milestones, you must then save the WBS again. Only then can you generate or update the dates from the milestones in the billing plan.

End of the note.

If you later move dates in the schedule, the system automatically adjusts those linked to milestones, if you have so specified in customizing.