Project Milestones

How to Use

Project Milestones

There are many projects which are completed in different milestones. Track complete record of each milestone of project and know how much is remaining.

How to Add Project Milestone

  • Go to Project Milestones page from side navigation.
  • On the top right corner, click “Add Project Milestones”.
  • A Form will pop up. Fill the form with payer/payee details.
    • Select the starting date of the project.
    • Select the ending date of the project.
    • Enter project name.
    • Enter the Amount or you can perform addition, subtraction, multiplication and division operations in that field. Click Calculate for result.
    • Select the account in which you want to get the project income.
    • Select category of project.
    • Select color for project for graphical reporting.
    • Select customer you are working for on that project.
    • Select if the customer is brought by sale’s employee so it can be added up in his/her target. If not, leave it empty.
    • Select if you want to get notified on completing target or not.
  • Click “Add Project Milestone” button.
  • A green toaster will appear on bottom right corner with text “Project milestone added successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.

How to Edit Project Milestone

  • Go to Project Milestone page from side navigation.
  • All Project Milestones are listed, click the edit icon in front of the milestone you want to edit.
  • A Form will pop up with prefilled details of that project milestones details.
  • Update any field you want to edit.
  • Click “Edit Project Milestone” button.
  • A green toaster will appear on bottom right corner with text “Project milestone edited successfully.” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.

How to Delete Project Milestone

  • Go to Project Milestone page from side navigation.
  • All Project Milestones are listed, click the delete icon in front of the milestone you want to delete.
  • Click “Yes” to confirm that you really want to delete that project milestone.
  • A green toaster will appear on bottom right corner with text “Project milestone deleted successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.