This page is shown in Figure 1 and shows all the information relating to the particular milestone.
Figure 1 – Milestone view page
The top header area at the top of the top header area allows you to edit, delete or move this milestone, or add a new action, assumption attachment or comment to this milestone. Some details of the milestone are displayed just below the top header area in subsections, such as the milestone’s location within Psoda, it’s title, description and progress, as well as any workflow information where you may be permitted to request or authorise a state transition. The rest of the page is made up of a number of tabs or sections (depending on your selected view):Actions
This tab shows an asset listing of all of the actions registered for this milestone, as shown in Figure 2. By default, this table will present you with a number of details about the actions such as it’s reference, description, priority and due date to name a few. If you click on the reference link of the listed action, you will navigate to that action’s view page. From the Actions column of this actions table, you can act on individual actions by editing, deleting, escalating or moving the chosen action.Figure 2 – Milestone actions tab
Note that you can customise your table view by clicking the edit button at the bottom of the action table or navigate to this same spot to add more actions to this milestone. Here, you can also export this list to Excel or CSV files.Assumptions
This tab shows an asset listing of all of the assumptions that have been added to this milestone, as shown in Figure 3. By default, this table will present you with a number of details about the assumptions such as it’s reference, title, description, the user who created this assumption and it’s current state. If you click on the reference link of the listed assumption, you will navigate to that assumption’s view page. From the Actions column of this assumptions table, you can act on individual assumption by editing, deleting or moving the chosen assumption.Figure 3 – Milestone assumptions tab
Note that you can customise your table view by clicking the edit button at the bottom of the assumption table or navigate to this same spot to add more assumptions to this milestone individually or import multiple from a CSV file. Here, you can also export this list to Excel or CSV files.Attachments
This tab shows an asset listing of all of the attachments that have been added to this milestone, as shown in Figure 4. By default, this table will present you with a number of details about the attachments such as the file’s name, attachment type, view the version and access a download link. From the Actions column of this attachments table, you can act on individual attachments by editing, deleting, moving or locking/unlocking the selected attachment.Figure 4 – Milestone attachments tab
Note that you can customise your table view by clicking the edit button at the bottom of the attachment table or navigate to this same spot to add more attachments to this milestone. Here, you can also export this attachment list to Excel or CSV files. At the very bottom of this tabbed view, you have the option to add more attachments by utilising the drag and drop functionality to drag the files you wish to upload into the drop box (note that this function works in HTML5 compliant browsers only).Comments
This tab shows an asset listing of all of the comments that users have made on this milestone, as shown in Figure 5. By default, this table will present you with a number of details about the comments such as, the date that this comment was last updated, who created the comment, the comment itself and any associated tags to name a few. From the Actions column of this comments table, you can act on individual comments by editing or deleting the selected comment.Figure 5 – Milestone comments tab
Note that you can customise your table view by clicking the edit button at the bottom of the comment table or navigate to this same spot to add more comments to this milestone. Here, you can also export this comment list to Excel or CSV files.Details
Figure 6 – Milestone details tab
This tab shows some additional details on the milestone, for example the whether it is included in the critical pathway, any predecessors or successors and more detailed schedule information.History
This tab shows shows some basic history of the milestone, as shown in Figure 7. By default, this tab will present you with a number of details about the milestone’s history such as the creation date, creation user, last update date and last update user. If the milestone has been changed then this section will also show a table of all the changes that has been made, including the date of each change, the field changed, the value before the change and the user who made the change.Figure 7 – Milestone history tab
Note that you can customise your change table view by clicking the edit button at the bottom of the change table. Here, you can also export this list of changes to Excel or CSV files.