The Milestones module can be used to keep track of milestones for a particular programme, project or sub-project.
Three dates are tracked for a milestone:
You can also set the percentage completion or progress for a milestone.
A workflow can also be selected for each milestone. When you add the milestone you can select the Standard Milestone Workflow or you can add a new workflow for milestones specific to your organisation.
Milestones have a calculated field called Overdue. Here are the calculations used for this field:
If the progress is 0 and:
Milestones have a calculated field called Calculated Forecast Date. Here are the calculations used for this field: Calculated Forecast Date:
- The original (or baseline) date for completion
- The forecast date for completion
- The actual date of completion
If | Variance |
---|---|
Actual date is specified | Variance is the difference between the actual date and the original date |
No actual date is specified but a forecast date is specified | Variance is the difference between the forecast date and the original date |
Otherwise | Variance is not set |
- It is FORECAST OVERDUE : this means the calculated forecast date (and time) is less than the current time.
- It is ORIGINAL OVERDUE : this means the calculated original date (and time) is less than the current time.
- It is LATE: this means the calculated forecast date is more than the calculated original date.
- It is not OVERDUE, and it is not LATE: this means the status is NOT STARTED
- It is FORECAST OVERDUE : this means the calculated forecast date (and time) is less than the current time.
- It is ORIGINAL OVERDUE : this means the calculated original date (and time) is less than the current time.
- It is LATE: this means the calculated forecast date is more than the calculated original date.
- It is not OVERDUE, and it is not LATE: this means the status isĀ ON TRACK
Milestones have a calculated field called Calculated Forecast Date. Here are the calculations used for this field: Calculated Forecast Date:
- If the Milestone has an Actual date
- Calculated Forecast Date = Actual date
- else if the Milestone has a Forecast date
- Calculated Forecast Date = Forecast date
- else if there is a linked object the Calculated Forecast Date will come from there.
- if there is still no Calculated Forecast Date found then:
- If the Milestone has an Original date
- Calculated Forecast Date = Original date
- else if there is a Non task group parent with a Start Date
- Calculated Forecast Date = Non task group parent Start Date
- else if there is a Non task group parent without a Start Date but with an End Date
- Calculated Forecast Date = Non task group parent End Date
- If there is an original date
- Calculated Original Date = Original Date
- else if there is a linked object the Calculated Forecast Date will come from there.
- If there is still no Calculated Forecast Date found then:
- If there is a non task group parent with a start date:
- Calculated Original Date = Non task group parent Start Date
- If there is a non task group parent without a start date but with an end date:
- Calculated Original Date = Mon task group parent End Date