Milestone Tracking

Milestone tracking helps you monitor significant project checkpoints and achievements. This guide explains how to effectively use milestone tracking features in CloudOnex Business Suite.

Understanding Milestones#

Milestones are key checkpoints or deliverables in your project timeline. They help:

• Mark important project phases
• Track progress
• Monitor deadlines
• Organize deliverables

Creating Milestones#

Adding a New Milestone#

1. Navigate to your project
2. Click on Milestones tab
3. Select Add Milestone
4. Fill in the milestone details:
   • Name
   • Description
   • Due date
   • Status
   • Associated deliverables
   • Budget (if applicable)

Setting Milestone Properties#

Required Fields

• Name: Clear, descriptive title
• Due Date: Target completion date
• Status: Current state of the milestone

Optional Fields

• Description
• Budget allocation
• Team members
• Related tasks
• Dependencies
• Attachments

Managing Milestones#

Viewing Milestones#

Access milestones through:

1. Project dashboard
2. Milestone tab
3. Project timeline view

Tracking Progress#

Monitor milestone progress by:

• Percentage complete
• Status updates
• Completed tasks
• Time tracking

Updating Milestones#

To update a milestone:

1. Open the milestone
2. Click Edit
3. Update relevant information:
   • Progress
   • Status
   • Due date adjustments
   • Additional notes

Milestone Statuses#

Available status options:

• Not Started
• In Progress
• Completed
• Delayed
• On Hold

Milestone Features#

Dependencies#

Link milestones to:

• Other milestones
• Tasks
• Deliverables
• Team members