Manage Milestone Timeline
Important!
Milestones cannot be exported from Lucernex. Take note of your milestone configuration so that you can rebuild your configuration after Train refreshes.
Milestones give your users a high-level view of project schedule tasks or items that move project status forward. A milestone has a one-to-one ratio with the schedule task that triggers it, and it will not appear in a schedule if the task is associated with is not in the schedule template.
You can only have one milestone timeline per firm. For this reason, we recommend that you try to make your milestone timeline schedule-agnostic and associate your milestones with major tasks that are shared across schedules.
A milestone appears in your schedule with a blue diamond icon. Milestones cannot be edited, but when the milestone's precursor task is completed, the milestone will also be marked as complete.
To navigate to the Manage Milestone Timeline page:
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Click Admin in the toolbar in the upper-right corner of the window.
The System Administrator Dashboard page opens.
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Click Manage Milestone Timeline link in the Company Administration column.
The Manage Milestone Timeline page opens.
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Follow a procedure below.
To add a milestone:
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Click Add Item in the lower-right corner of the Process Milestone Timeline table.
The Add Item window opens.
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Enter the milestone title in the Milestone Title field.
To learn our best practices for naming milestones, see our Naming Conventions in Lucernex walkthrough.
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Select the schedule task whose completion triggers this milestone from the Default Task / Group Name field.
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Select the project phase that this milestone belongs to from the Phase field.
The project phase corresponds with key dates on your project. You may have multiple milestones that share the same phase.
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Enter the project status that the project should be in before this milestone is completed in the Project Status Before Milestone Completed field.
You may have milestones that have the same status before and after the milestone is completed.
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Enter the project status that the project should be in after this milestone is completed in the Project Status After Milestone Completed field.
You may have milestones that have the same status before and after the milestone is completed.
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If this milestone is a summary item, select the Summary Item check box.
Milestones that have this check box selected will appear in the default view of the Milestone Timeline section of your Project > Details > Summary page, even if the milestone has been completed.
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Select the position that this milestone should be in from the Position field.
When creating your first milestone, only one option will appear in this field—First. As you add more milestones, more options will appear in the field.
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Click Add.
The window closes. Your milestone appears in the Process Milestone Timeline table.
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Repeat steps 1 - 9 until all milestones are created.
To edit a milestone:
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Find the milestone you want to edit.
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Click Edit link in the Actions column of the milestone you want to edit.
The Edit Item window opens.
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Make your changes.
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Click Update.
The window closes. Your changes are saved.
To change the order of your project milestones:
Do one of the following:
To delete a milestone:
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Find the milestone you want to delete.
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Click Delete link in the Actions column of the milestone you want to delete.
A dialog opens, asking you to confirm your choice.
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Click Yes.
The dialog box closes. The milestone is deleted.
Add Milestone
to move milestones earlier in the hierarchy.
to move milestones later in the hierarchy.