How to create and edit project milestones | InLoox PM 8

You are here: InLoox Support Knowledge Base Online Help InLoox for Outlook 8.0 Online Help InLoox PM 8 Project Planning with InLoox PM 8 How to create planning items | InLoox PM 8 for... How to create and edit project milestones | InLoox PM 8

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 8:

  1. Open an existing project or create a new one.

    For more information on how to create a project see Create a project.

  2. In the project, on the Start tab, in the Section group, click Planning.
  3. Create a planning by adding milestons. In the Planning page, in the Edit group, click New Milestone.
    Create your planning faster by adding new activities 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.
  4.  In the side panel, on the Edit tab, you can adjust the milestone to your requirements:

    • General information on the milestone in the Basic information area
      1. In the Name box, type a name.
      2. In the Description field enter some important information on the milestone, e.g. the targeted deliverables or internal remarks.
        InLoox PM provides you with a range of formatting features. For the detailed description, see Create and change comments in the Customize comments section.
    • Time conditions to the milestone in the Time frame area
      1. Define its time and dependencies regarding other planning elements.
        The current date will be set by default in the new project.
        1. 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 a working time calendar, see Create a working time calendar.
        2. In the Constraint box, define the constraints of the activity. Choose between Start or End.
        3. 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 display the calculated date in the Time frame section. 
        4. 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.
    • Processing status of the milestone in the Status area
      • Define the progress or activate the done check box to display the processing status of the milestone.
    • More information on the milestone on the Advanced area
      1. In the Location field, enter a location.
      2. In the WBS code box, enter a work breakdown structure code to identify activities and milestones in large projects. In this case you can define the subsumption.
      3. You can use the field with the automatic WBS code in the project list.
    • Add a document to the milestone
      1. Click New link... to add the document.
      2. In the Select Entry dialog box select one document from the list and click OK.

        All displayed documents in the dialog box are saved on the Documents page. For more information on how to add the document to the project, see Create and edit a document.

      3. The added document ist displayed in the Document area on the side panel. Click it to open this document. Click Delete symbol to remove it.
    • Sending a notification to a resource

       All added resources receive automaticallly notifications about new, edit or deleted milestone.
       In the area Notifications, you can inform other resources,e.g. project planner, about milestones and about the changes in them.

      • Click the command  to add resources.
      • In the Select Conact dialog box click on the name and then click Select and OK.
      • The notification will be send on the selected resource as an email, when sie save and close the project.

      The email notification set by default. The message contains the following planning data:

      • Project name and number (in the subject)
      • The name of the milestone
      • Description
      • Start or end date of the milestone
      • Location
      • WBS code
      • Flag
      • Group.

         For more information on how to edit the notification type, see Customize a notification template.