By assigning milestones to the states in a workspace's workflow you have an added measure of control over items in the workspace as they progress through the workflow step by step. For even more control, you can track multiple items with milestones by adding them to a project in the Project Management tab.
Workflow State. Milestones are associated with the transition of a workspace item to or from a state in the workflow of the workspace.
Milestone Event. A Milestone Event identifies whether a Milestone represents a transition to, or a transition from the associated workflow state. There are two types of Milestone Event:
- Enter state. Signifies a transition to the associated Workflow State.
- Leave state. Signifies a transition from the associated Workflow 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.
NoteA milestone reaches its target date at 12:00 a.m.. If the Target Date is 09/24/11, and the current date and time are 09/24/11, 9:30 a.m., it is past the target date.
Status. Indicates whether the associated milestone event is yet 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 the date today. If the target date is the date today, a Today label replaces the value.
- Milestone event reached.The difference between the target date and the date on which the associated milestone event is reached. If the dates are the same, the Today label replaces the value.
Example 1: On 09/09/11, a milestone with a target date of 09/28/11 and a status of Milestone event awaiting shows a value of -19d.
Example 2: A milestone with a target date of 09/02/11 with a status of Milestone event reached, and the associated milestone event was reached on 09/08/11, 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. See the following sections to learn how to apply warning periods.
Workflow Progress (%). The total percentage of progress through the workflow upon completion of a milestone (optional).
Green/Orange/Red Color-Coding. The +/- Days from target date column colors indicate the following:
Item Header State This color-coding is reflected in the color of the item header icon as follows:
(Green) Associated milestone on time.
(Orange) Associated milestone close to being late.
(Red) Associated milestone late.