Defining Milestones

OPTIONAL FEATURE - Contact your RizePoint representative to enable/disable this option.

The MILESTONES tab of the Program profile allows administrators to set up milestones for steps within the program. Tasks are then associated with milestones.

To add a new milestone to a program:

1. Go to System > Programs, and click on a program to select it.
   
   
2. Click on the MILESTONES tab. A list of all milestones created for this program is displayed.
   
   
3. Click the NEW button.
4. Specify a name, description, and the order in which this milestone appears in the list.
   
   
5. Click the SAVE button to save the milestone.
6. Click the RETURN button to return to the list of milestones.
   
   

To delete a milestone from a program:

1. On the MILESTONES tab, click the checkbox beside the milestones(s) you want to delete.
   
   
2. Click the DELETE button. The selected milestones are removed from the program.

ASSIGNING TASKS TO A MILESTONE

A task may be assigned to more than one milestone, or to no milestone at all. However, tasks that are recurring cannot be assigned to a milestone. Also note that deleting a task from a milestone does not delete the task from the system; it merely removes the task's association with the milestone.

To assign tasks to a milestone:

1. On the Milestone tab, click on the name of the milestone to open its profile page. (Note that clicking the checkbox beside the milestone merely selects it for deletion; it does not open the associated profile page.)
   
   
2. Click the TASKS tab on the Milestone profile page. All tasks currently assigned to this milestone are displayed.
   
   
3. Click the ADD button. All tasks not already associated with this milestone are displayed.
   
   
4. Check the box beside the task(s) you want to associate with this milestone.
   
   
5. Click the SAVE button. The selected tasks are now associated with this milestone.

To delete a task from a milestone:

1. Click the TASKS button on the Milestone profile page. All tasks currently assigned to this milestone are displayed.
2. Check the box beside the task(s) you want to remove.
   
   
3. Click the DELETE button. A message is displayed asking you to confirm that you want to delete the selected tasks. If you click OK, the selected task(s) are removed from the list and are no longer associated with this milestone. If you click CANCEL, the deletion process is cancelled.

ref: Programs