About milestones

The Submittals Details page shows the scheduled dates and milestones for your submittals, organized into information groups. Milestones are configured for your organization in the Configuration tables (Settings > Admin >Configuration tables > Submittals > Milestones).

Scheduled dates information group

In the Scheduled dates information group, the kick off date defaults to the current date. The late execution date defaults to the last week day of the current month. You can enter your dates in these fields. In the Lead time field, you can indicate how much time is required between the last milestone date and late execution date.

Milestones information group

In the Milestones information group, you can view the milestones needed to complete the submittal.

Scheduled section

The Scheduled section lets you update each milestone’s duration in days. Each milestone has a completion date that is calculated based on the Kick off date as defined in the submittal type. As you update durations for each milestone, its completion date is calculated automatically, based on the milestone’s duration. The completion dates for the milestones that follow are also updated.

Forecasted section

Each milestone also contains a Forecasted section to help you predict the actual time line of the deliverables or documents. Use the Forecasted Duration (days) field to adjust the Forecasted Completion dates. The Completion date defaults for each milestone from the Kick off date. 

The Milestones information group also indicates your total available float and remaining float for the submittal.

Your available float days are the difference between your Late execution date and the Completion date of the last milestone. In the example below, the late execution date is 08/23/2021 and the Completion date of your final milestone (Construction initiated date) is 08/28/2021. This gives you 11 extra days, considered as float days, to accomplish your milestones. If you have lead time configured, the total number of float days is decreased by the number of lead time days.