By defining milestones, you can specify when and how important project results have to be achieved. Please follow these steps to define milestones in InLoox PM:
Open an existing project or create a new one.
For more information on how to create a project, see Create a project.
- In the project, in the Start tab, in the Section group, click Planning.
Create a planning by adding planning items such as milestones. In the Planning page, in the Edit group, click New Milestone.
Create your planning faster by adding new milestones by using the Copy and Paste feature in the Edit group.
You can also add another planning element, e.g. an activity. For more information, see Create and edit an activity.
In the New Milestone / Edit Milestone dialog box, you can use the following options to adjust the milestone:
- General information on the milestone on the Standard tab
In the Basic information section, in the Name box, type a name. In the Group box choose a group to which the milestone belongs.
Each group has an internal price per hour. You can change this price/group or add a new one via the InLoox PM options. For more information see Generate and edit groups.
- In the Basic information area, you can also define that this planning element is supposed to be an activity, not a milestone. Deactivate Item is a milestone check box.
- In the Highlight area, select from the Flag drop-down list a color to mark the milestone in the planning list. You can also select the color to mark the milestone in the Gantt chart by clicking Color .
In the Date / time area, define its completion date and dependency regarding other planning elements. Unlike an activity, a milestone has no duration.
The current date will be set by default in the new project.
Select Standard as a calendar or choose a user-defined working time calendar from the list in the Calendar box.
For more information on how to set working times or create a new calendar, see Create a working time calendar.
- In the Constraint box, define the constraints for the dependency between planning elements. Choose between Start or End.
- The constraint As soon as possible is set up as default value for the Start and As late as possible for the End. InLoox PM will automatically displays the calculated date on the Date / time area.
Choose below, if you want to set your own date and the constraints. In the drop-down list choose between On, No earlier than, No later than.
For more information about the dependency and constraints, see Create planning elements dependency.
- In the Status area select the done check box to display the processing status of the milestone.
- More information on the milestone on the Details tab
In the Description box enter some important information on the milestone, e.g. the wished deliverables or internal remarks.
- The information from the Description box will be sent via notification to the divided resources. See Display and process work package for more information about the InLoox PM notifications.
- InLoox PM provides you with the range of the formatting features. For the detailed description see Create and change comments in the Customize comments section.
- In the Summary activity box select a group or parent, to which the milestone belongs.
- In the WBS code box enter a work breakdown structure code for identifying activities and milestones in large projects.
- In the Location field enter a location.
- Set dependencies between milestones / planning items on the Dependency tab
Choose from the Available list one planning item and click >>.
InLoox PM creates the chronological interdependency between the milestone and the selected successor.
The Selected list contains all successors of the milestone currently being edited. To remove a successor click on the button <<.
InLoox PM deletes the chronological interdependency between the milestone and the selected successor.
Define the dependency between planning elements by choosing on the item in the Selected list.
- Click Edit and choose between Start to start, Start to end, End to start, End to end in the Edit Dependency dialog box.
- Set up a lag in the Lag area.
- Activate the Negative control box to create a negative lag.
For more information about the dependency and lag, see Create planning elements dependency.
Click Collapse to make the Available list clearly and collapse all groups.
- Further information to the milestone on the Custom tab
Click in the previously created custom box and enter a new value for it.
For more information on how to add a new custom field in InLoox PM, see Create a custom field.
- Click OK to save the changes.