View Milestones

• Click the Milestones tab.

The Milestones tab displays the following information:

Workflow State

The workflow state associated with the milestone.

Milestone Event

Indicates if the milestone is a transition to or a transition from the corresponding workflow state. There are two types of milestone events:

• Enter state a transition to the state.
• Leave state a transition from the state.

Target Date

Use a milestone to set a target date for the associated workflow transition and to track the achievement of the transition against this date. Each milestone requires a target date.

Status

Indicates whether the milestone has been reached. The status of a milestone is independent of its target date.

+/- days from Target Date

Milestones are tracked with a +/- days value indicating the following:

• Milestone event awaiting The difference between the target date and today's date. If the target date is today, a Today label replaces the value.
• Milestone event reachedThe difference between the target date and the date on which the associated milestone event is reached. If the dates are the same, a Today label replaces the value.

Example 1: On 06/03/11, a milestone with a target date of 06/22/11 and a status of Milestone event awaiting shows a value of -19d.

Example 2: A milestone with a target date of 06/02/11 with a status of Milestone event reached completed on 06/08/11 shows a value of +6d.

Warning days before

You can assign a warning period for each milestone, defined as a number of days before the target date.

Workflow Progress (%)

The total percentage of progress through the workflow upon completion of a milestone.

Color-Coding

The +/- Days from target date colors indicate the following:

• Green

  • Milestone event awaiting The associated milestone event is on time with the target date and outside the warning period.
  • Milestone event reached Reached the associated milestone event on time, before 12 a.m. of the target date, and outside the warning period.

• Orange (only on milestones with warning periods):

  • Milestone event awaiting The milestone is close to being late. The date today is within the warning period.

  • Milestone event reached The milestone was almost reached late. It reached the associated milestone event on or before 12:00 a.m. of the target date, but within the warning period.

    In both cases, +/- Days from Target Date is negative (-).

• Red

  • Milestone event awaiting The milestone is late. The date today is later than 12:00 a.m. of the target date.
  • Milestone event reached Achieved the milestone late. Reached the associated milestone event after the target date.