Define Submittal milestones

Submittal milestones ensure that deliverables are submitted in a timely manner. Document has defined the following milestones:

 

You can configure more project milestones with names that are meaningful to your organization. You can also use these settings to mark a milestone as inactive. When you mark a milestone as inactive you can also specify whether to use the milestone in filters.

To define submittal milestones

The submittal milestones indicate the steps of a submittal that must be completed. The scheduled, forecasted, and actual dates for the milestone are tracked on the Submittal Details page for a project.

You cannot delete a milestone. If a milestone is not used, you can make it inactive. The default milestones that are included with Document cannot be deactivated.

1. Click the Settings icon, and then select Admin.

2. Select Configuration tables.

3. Select Submittals as the module and Milestones as the field.

4. Click the Add icon. The New milestones dialog box opens.

   

5. Enter the milestone name and any remarks about the milestone.

6. If the milestone is inactive now, check the Make inactive check box. If you want to include the inactive milestone in filters, check the Include inactive codes in filters check box.

7. Click Save.

The milestone is shown in the Scheduled dates and Milestones information groups on the Submittal Details page for projects going forward.

You can edit a milestone by clicking the link in the Milestone column of this page.