Milestones
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      Integrations: How to Create a Milestone

      Creating a Milestone

      Milestones are a subset of Workstreams. Milestones could be considered as steps that should be taken to achieve a Workstream. Milestones can be created from the Playbook menu, within the Activity Map of the Integration, or from the Milestones of that particular Integration.

      Create a Milestone in Integrations:

      1. Navigate to Programs/Integrations menu.

      2. Select an Integration from the Integration Name column.

      3. Select the Milestones tab.


        Milestone Features:  

        • Filter - fields such as Workstream, Schedule, Functional Team, etc. are listed as parameters that can be searched.
        • Create - creates a Milestone.
        • Edit all - edits all the Milestones rather than navigating and editing each Milestone individually.
        • Delete -  deletes a Milestone once a checkbox has been selected.
        • Copy Package - allows Packages to be imported. 

      4. Select the +Create button. The Milestone pop-up window appears.



      5. In the Name field, type the Milestone.

      6. Select a SubWorkstream from the drop-down menu.

      7. Update other fields as needed within the Milestone Detail window.

         

      8. Click the Save button to view the newly created Milestone.