New support ticket

Milestones

Creating Milestones

A milestone is used to mark the point in the contract’s life-cycle where something should happen or the point in time by which a series of tasks should be c...
Thu, 26 Mar, 2020 at 9:21 AM

Viewing Milestones on a contract

When viewing a contract, milestones can be accessed by selecting the Events option from the menu on the left. The timeline for the contract is then shown an...
Thu, 2 Apr, 2020 at 10:37 AM

Milestones Library

It is possible to store a series of predefined milestones in the library. This means that milestones and tasks can be created once and then applied to contr...
Thu, 26 Mar, 2020 at 9:22 AM

Viewing Milestones - All Contracts

It is possible to view milestones and tasks for a set of contracts in one place. The view can be found from the Monitoring tab on the menu bar at the top of...
Thu, 26 Mar, 2020 at 9:23 AM

Worked Example on How to Use Milestones

The example below shows how a milestone is created with some realistic data. (see instructions for creating a milestone) A contract has been agreed wit...
Thu, 2 Apr, 2020 at 9:53 AM