Milestone IDs

Milestones within Projects can have IDs to track information like POs for each Phase.

Using this guide, you can:

View Milestone IDs

You can view Milestone IDs within the Title of the Milestone itself if you toggle that on.

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This ID will show up (if turned on) anywhere the Milestone Title is shown.

MilestonesID


Setup Milestone IDs

Milestone IDs can be turned on or off through each Project Type (Premium Feature). There is a two step process. 

Altering your Project Settings

Under Projects in Admin Configurations, you can find a Settings options. Once you're in Project Settings, you'll notice the option to Show ID within Milestones.

milestoneIds

That is the first step. Once you have completed that, you have an optional step to have Custom Milestone IDs.

Custom Milestone IDs

You have the option to add in your own Custom Content for the Milestone ID field. 

To add in Custom Milestone IDs, you have to edit the Project Type settings (for each Project Type). 

  1. Hit top left Module Button and hit Configuration
  2. Expand Projects' Configuration
  3. Expand TypesProgressions & Fields (This will show each Project Type)
  4. Under the Project Type title, click the Edit Type button.
  5. On the Save Project Type screen, you'll see a drop-down option for Yes or No for Milestones have Custom IDs.

Save Project Type 2

Now that this has been setup, you can now go within any Milestone (click Pencil edit button on left hand side per row) within a Project Plan and edit the field.

Custom Milestone ID 2

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