1. Assign a Milestone within a Project Schedule

  1. Once a project is selected, to Create or Update a task to a milestone, click the ‘Schedule’ tab from the left sidebar of the page and the navigate to ‘Project Schedule’.  

 

    There are several options available to assign a task as a milestone.

  • Toolbar – Click on existing task and click on either Portfolio or Project Milestone icon.
  • Toolbar – Click on "+" icon. Then, right-click on New Task and a pop-up will display. Choose ‘Mark as Portfolio Milestone’ or ‘Mark as Project Milestone’.
  • Context Information Box - Right click on existing task and a pop-up will display. Choose ‘Mark as Portfolio Milestone’ or ‘Mark as Project Milestone’.
  • Change duration of a task to Zero – Default is to mark as Project Milestone once Project Schedule is saved.

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2. Once a task is assigned as a milestone, a ‘diamond’ icon is added beside the task name and on the Gantt Chart. For any milestones >0 the milestone will appear at the end of the bar on the Gantt chart