Project milestones/en/

From Help.4pm
Jump to navigationJump to search

Milestones

Milestones are point in project course. The can be

  • stand alone milestone
  • end date of the phase (automatic)
  • end date of task

Each milestone has one assignee.

Add new milestone

Click 4.3.ikonaUstvariMejnik.jpg to open a form.

  1. select activity,
  2. enter description
  3. select organization and assignee
  4. set end date.

If milestone repeats, select frequency of repetition and end date of the repetition. If you would like to add milestone on phase or sub-phase :

  1. clik [File:4.3.ikonaDodaj(zelenKrogPlus).jpg]and
  2. select sub-phase [/File:4.3.ikonaDodajFazo.jpg], task [File:4.3.ikonaDodajNalogo.jpg], milestone [File:4.3.ikonaUstvariMejnik.jpg] or meeting [File:4.3.ikonaSkliciSestanek.jpg]
  3. follow steps below.

4.3.1.DodajaMejnika.jpg

Status of tasks, milestones

  • 3.13.ikonaOpravljeno.JPG allocated - new milestone that user should accept first.
  • Naloga sprejeta.JPGaccepted - user can report, enter comments
  • 4.7.ikonaRdecKrizec.jpg rejected - milestone rejected by assignee. Project manager needs to confirm rejection.
  • Ura.JPG done - assignee has done the milestone. Project managed needs to close or reject milestone (return to assignee). Assignee can cancel the status to accepted until it is closed.
  • 4.2.9.ikonaKljukcaZelena.jpg closed - Project manager has reviewed done milestone and can close it for work editing.
    • green - milestone was done in due date
    • reed - milestone was late

Important

  • Project manager can any time close the milestone, regardless its status. By closing the milestone, no editing or reporting is possible.
  • Changes of milestone status are accessible at "show changes to milestone statuses".

E-mail notifications on new and changed milestones,

E-mail settings are set in general settings of the application

  • off: no e-mail are sent,
  • automatic: sends e-mail to participant on the milestone and to project manager
  • manual: new button is added SAVE AND NOTIFY - user can select who to sent notification. If you don't select and recipient, activity is saved and no e-mail is sent.

4.3.1.DodajNalogo.jpg