Milestones
A billing milestone is what turns delivery into an invoice — the join between the plan and the cash.
Where to find it
- Module: Accounting
- Group: Revenue & Projects
- Section: Projects & Portfolios
- Screen: Milestones
Address in the console: /accounting/project-milestones
List · 12 columns · 13 fields on its form · 3 of them required · 5 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Project | Code | project_no |
| No | Code | milestone_no |
| Milestone | Text | name |
| Type | Status | milestone_type |
| Planned | Date | planned_date |
| Forecast | Date | forecast_date |
| Actual | Date | actual_date |
| Days | Number | days_to_due |
| Bills | Amount | billing_amount |
| Invoice | Code | ar_invoice_no |
| Overdue | Yes or no | is_overdue |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Project required | Choice | Looked up from existing records | |
| Work breakdown element | Choice | Looked up from existing records | |
| Number required | Text | ||
| Name required | Text | ||
| Type | Choice | Configuration list | |
| Planned | Date | ||
| Forecast | Date | ||
| Achieved | Date | ||
| Bills % of contract | Number | ||
| Bills amount | Number | ||
| Currency | Choice | Looked up from existing records | |
| Progress % | Number | ||
| Notes | Long text |
What you can do here
Achieved primary
Milestone achieved
Asks for: Achieved on
Confirm
Confirmed by the customer or the steering committee
Asks for confirmation: Record that this milestone has been confirmed?
Invoiced
The invoice that bills it
Asks for: Customer invoice
Missed
Milestone missed
Asks for: New forecast date
Cancel
Cancel this milestone
Asks for: Reason*
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.