Update Project Milestones

Access​

This Update Milestones button is only visible for [Engagement] Team Members and Engagement Managers

To add milestones to a project

  1. Select Engagements from the top menu
     

  2. Optionally click on a client tile to filter and show just the engagements for that client. 
     

    • Note: You can click the tile again to show all client tiles

  3. Click the relevant engagement
     

  4. Click on the project to open it
     

  5. Click the Update Milestones button, to the right of the project timeline
     

  6. In the Update Milestones pop up window, you can add or remove milestones and update milestone dates. You can also mark milestones as complete and change the Start Date and End Date for the project.
     

  7. Click Save to Save