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Create a milestone

Understand how to create a milestone

Claudette Albers-Reid avatar
Written by Claudette Albers-Reid
Updated over 8 months ago

The creation of a milestone can be done from any plan whether it is related to a project or not.
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In either the Plan view or List view, create a new task by clicking the + icon of a task list in the Plan view or on an empty task labelled Add task in the List view:

In the task list, enter the name for the task:

Click on the new task and the task properties will appear:

An explanation of the Task fields are below:

Field

Description

GENERAL tab

Task title

Enter the name of your milestone.

Note: The milestone name must not contain the apostrophe character (').

Assign to project members

Assign this milestone to one or multiple resources.

Assign to business unit

Some organizations have different departments where they are collaborating in a project. Tasks will be distributed and executed across the different departments.

Here, you can assign a task to a resource or to a department, otherwise known as a business unit.

Assign to role

If the resource is unknown, the role required to complete the task can be selected.

Start date

Defaults to today's date.

Duration (days)

You can enter the number of days here and PSOhub will automatically calculate the due date. You can also leave this field blank and define a due date in the next field; PSOhub will automatically calculate the duration in days.

Due date

If you have entered a duration in the previous field, PSOhub will automatically populate this field. If you haven't entered a duration in days, you will want to enter an end date here.

Effort (Hours)

Enter the estimated work effort in hours to complete the task. The effort is irrespective of the start and due dates. I.e., if a task is scheduled between 10 working days, the effort remains 8 hours and not 8 hours x 10 days.

The effort will also appear in the Gantt chart in the Effort column.

The effort can be modified in the task card or task list:
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Task effort can be pushed into the project's workload sheet to see the total project budget and hours. Refer to this article for more information.

Used (Hours)

Hours booked against this task. You will be able to see how much time has been spent against the effort (budget).

Priority

Set the level of priority of this task (n/a; Low; Medium; High).

Status

By default, this task will be set to the status To do. Once your project is started the project member(s) assigned to this task will update it until it is completed.

Advanced Settings

Set as milestone

You will only check this box if you want to create a milestone. You can also determine if you want to invoice once a milestone has been met.

Click Save.

A milestone will be identified by a flag when in the List view or Plan view of your tasks.

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