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Create a milestone path

Last update: Fri Aug 16 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Admin

As an ÃÛ¶¹ÊÓƵ Workfront administrator, you can create milestone paths which can then be applied to any project in the system. The changes you make to milestone paths in this area affect the entire Workfront system.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

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ÃÛ¶¹ÊÓƵ Workfront plan Any
ÃÛ¶¹ÊÓƵ Workfront license Plan
Access level configurations

You must be a Workfront administrator.

NOTE: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Milestones and milestone paths

You can associate the key tasks in a project with predefined milestones. This function can provide managers and other stakeholders with a high-level overview as to how a project is progressing.

The sum of all the predefined milestones is called a milestone path.

The first step in building a milestone path is identifying what the milestone steps are and establishing the milestones. Because you can associate a milestone path to multiple projects, the milestone steps must be general phases or stages of any project.

For more information on how you can associate a milestone path with a project and a milestone with a task, see Associate milestones with tasks.

Create a milestone path

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  2. Click Processes > Milestone Paths.

  3. Click New Milestone Path.

  4. Specify the following information in the Basic Info area:

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    Milestone Path Name Enter a name for the milestone path.
    Description Enter a description to define the milestone path.
    Is Active Select this checkbox if you want the milestone path to be active. Other users can find this path and attach it to projects when creating or editing projects. Inactive milestone paths cannot be attached to projects. This is enabled by default.
    Groups Select the groups listed to allow users in these groups to see and apply this milestone path to their projects. The home group of the user entering the milestone path is selected by default.

  5. Specify the following information in the Milestones area:

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    Name Type descriptive names for each milestone.
    Description Type a description for the milestone.
    Color

    Choose a color to associate with your milestone.

    If you do not choose a color, the system chooses the last color used in a milestone path. We recommend that you choose a unique color for each milestone. The color is used for visual and reporting purposes.

  6. Click Add Milestone and continue to add milestones as needed until the path is completed.

  7. Click Create Milestone Path to save your changes.

    Your milestone path is ready to be associated with a project.

    For more information on how to associate milestone paths to projects and milestones to tasks, see Associate milestones with tasks.

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