Lesson 2: Create Milestones

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The accomplishment of a summary task may be marked by a milestone. A milestone usually marks a major project goal or phase and they are like interim goals in your project. It represents a reference point marking a major event in a project, used to monitor the project's progress.

In Project Plan 365 a milestone corresponds to a task with duration 0. Therefore, to create a milestone, you enter its name and set its duration to 0. To change an already existing task to a milestone, in the Duration field of the task you want to change, type 0 d (meaning duration = 0 days), then press Enter. Any task with zero duration is displayed as a milestone.

When you enter a duration of zero days for a task, Project Plan 365 displays the milestone symbol on the Gantt bar chart at the start of that day.




image003.gif  Practice

   1. In the commercial construction project plan, introduce some milestone tasks. Use the Insert option under Task menu, press Insert key or right click on a task id and select New Task from the contextual menu, to insert a new task above a selected task. Before Long Lead Procurement task insert a milestone task called Final General Condition, above Mobilize on Site task insert a milestone task called Long Lead Procurement check all items, above Site Grading and Utilities task insert a milestone task called Finish temporay utilities, above Foundations task insert a milestone task called Install Utilities check, above Building Finishes task insert a milestone task called Foundation inspection, and above Final Clean-up and Occupancy task insert a milestone task called Building Finishes inspection.

          You should obtain the following. Notice in the right Gantt Chart the diamond shape for the milestone tasks, having a duration of 0 days.

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         2. To have a quick overview of the milestones from your project you can use reports. Go to the Report menu, then select Overview, then choose Milestones.


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         The following will be shown:
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         Or you can apply a filter, so that in Gantt Chart view only milestone tasks to be displayed. For this, go to Project menu, select Filter and then choose Milestones.

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        You should obtain the following:

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      In the right side of Gantt Chart notice the special bar style of milestone tasks.

      To reset the filter and view all the tasks from your project, in the Project menu select again Filter option and click on All Tasks.



image003.gif  Video

       If you prefer to see things in action, rather than reading text, watch out this video, which covers some of the topics from this section.