Creating a Milestone or Sub-Milestone for an Initiative

Procedure

In the Initiatives Summary, select the initiative.
If necessary, filter the list to find the appropriate initiative.
In the Detail View, click Add Milestone or Sub-milestone to display the New Milestone/Sub-Milestone dialog box.
If you will be creating this item as a milestone, deselect This is a sub-milestone. If you will be creating this item as a sub-milestone, select This is a sub-milestone, and then select the milestone that is the parent of this sub-milestone from the drop-down list. For the remaining text boxes, you define a milestone and sub-milestone in exactly the same way.
Enter the required data to create the milestone and/or sub-milestone.

Field	Description
Owner	Select the owner of this milestone or sub-milestone. If there are more than 500 names, then a Get full user list link appears so you can display the full list of users. The Author box is read-only. It shows your username as you are the user creating the milestone or sub-milestone.
Team	Select users from the list and click Team to add them to the list of team members.
Importance	Select the level of importance of this milestone or sub-milestone to meet the initiative.
Completion	Type a number that represents the percentage that this milestone or sub-milestone is complete. If there is no progress on this milestone or sub-milestone yet, enter 0. You cannot leave this field blank.
Start	Click the Calendar icon to display a calendar where you specify the month, day, and year for the day on which to start this milestone or sub-milestone. If no previous date has been set, by default, today's date is selected. Click on the date, and then click the X button in the top right corner of the calendar. A milestone or sub-milestone must start on or after the start date of the initiative.
Target End	Click the Calendar icon and specify the target end date for this milestone or sub-milestone similar to the way you selected the start date. A milestone or sub-milestone must have a target end date that is on or before the target date of the initiative. If you have not yet assigned an initiative target date, you cannot create a milestone or sub-milestone for it.
Actual End	Click the Calendar icon and specify the actual end date similar to the way you selected the start date. When you first create the milestone or sub-milestone, this information will be unknown.
Rule based status Override status	Specify how the milestone's schedule status indicator will be colored: To color the milestone by comparing the actual end date and target end date according to certain rules, select Rule based status. For more information, see Schedule Status Determination. To specify a status of your choice and override the rule-based status for milestones, select a status from the Override status drop-down list.