How to Create a New Milestone

Overview
Add a milestone any time you need to mark a major stage or payment trigger in your project.

Steps

1. Open your project and click the Milestones tab.

2. Click + Create Milestone.

3. In the Create Milestone modal:

   • Milestone Title *: Enter a descriptive name (e.g. “Phase 1 Delivery”).

   • Milestone Cost: Enter the cost or budget tied to this milestone (e.g. 1000).

   • Status: Choose Incomplete, In Progress, or Complete.

   • Add Cost To Project Budget: Select Yes to roll this cost into the overall project budget.

   • Milestone Summary *: Provide a brief description of deliverables.

   • Start Date / End Date: Pick the planned dates.

4. Click Save. The new milestone appears in your list.

Tips & Best Practices

• Make titles concise but meaningful (“Design Sign‑Off” vs. “Stage 2”).

• Use Add Cost To Project Budget only for billable milestones.

• Always set both dates if you have hard deadlines—leave End Date blank only for open‑ended phases.

Troubleshooting / FAQs

• Save button disabled: Ensure all * fields (Title and Summary) are filled.

• Cost not rolling up: Confirm you selected Yes for “Add Cost To Project Budget.”

• Dates not accepted: Check your browser’s date format (YYYY‑MM‑DD).