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8. Create and Edit the Project Milestones

Updated: Nov 12


The project milestones can be applied to a project via two methods. Manually or using a template of predefined milestones. A resource in a role that has a minimum access level of Project Manager is able to manually create milestones from the Milestone menu of a project. However, only a System Administrator can setup Milestones templates. Milestones templates can be categorised as well. In order to set this up:


1. Navigate to Configuration > Time.


2. The first sub-menu allows creation of Milestone categories. Click on ADD & name the category.

3. Apply any project filters for this category. The consequence of applying filters to a category impacts the projects that are able to have this category selectable. (eg, if a milestone category is for a particular project type only, then only would you apply that project type to the category).


Once the categories have been created, the Milestone templates can be developed. In order to do this, navigate to the Milestone Template sub-menu.


1. Name the template. The default is “Milestone Template 1”.


2. If you do not have any categories, you can apply project filters to a template so that they only appear to be selected on projects with the same project filters.


3. Enter the milestone order number, the description, and the category (if created) and click the Add icon.


4. This has create the first milestone in the template. Repeat the process until all milestones have been created for the template.


Earned Value – UniPhi has the ability to track Earned Value on milestone completion. For each milestone, a value (in %) can be entered has having been “earned” on completion. This value can be locked in place is desired.



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