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Create a milestone path

Last update: Tue Mar 04 2025 00:00:00 GMT+0000 (Coordinated Universal Time)
  • Topics:
  • System Setup and Administration

CREATED FOR:

  • Admin

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the monthly releases to Production, the same features are also available in the Production environment for customers who enabled fast releases.

For information about fast releases, see Enable or disable fast releases for your organization.

As an Adobe Workfront administrator, you can create milestone paths which can then be applied to any project in the system. The changes you make to milestone paths in this area affect the entire Workfront system.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

Adobe Workfront plan
Any
Adobe Workfront license
Plan
Access level configurations

You must be a Workfront administrator.

NOTE: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Milestones and milestone paths

You can associate the key tasks in a project with predefined milestones. This function can provide managers and other stakeholders with a high-level overview as to how a project is progressing.

The sum of all the predefined milestones is called a milestone path.

The first step in building a milestone path is identifying what the milestone steps are and establishing the milestones. Because you can associate a milestone path to multiple projects, the milestone steps must be general phases or stages of any project.

For more information on how you can associate a milestone path with a project and a milestone with a task, see Associate milestones with tasks.

Create a milestone path

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  2. Click Processes > Milestone Paths.

  3. Click New Milestone Path.

  4. Specify the following information in the Basic Info area:

    Milestone Path Name
    Enter a name for the milestone path.
    Description
    Enter a description to define the milestone path.
    Is Active
    Select this checkbox if you want the milestone path to be active. Other users can find this path and attach it to projects when creating or editing projects. Inactive milestone paths cannot be attached to projects. This is enabled by default.
    Groups
    Select the groups listed to allow users in these groups to see and apply this milestone path to their projects. The home group of the user entering the milestone path is selected by default.

  5. Specify the following information in the Milestones area:

    Name
    Type descriptive names for each milestone.
    Description
    Type a description for the milestone.
    Color

    Choose a color to associate with your milestone.

    If you do not choose a color, the system chooses the last color used in a milestone path. We recommend that you choose a unique color for each milestone. The color is used for visual and reporting purposes.

  6. Click Add Milestone and continue to add milestones as needed until the path is completed.

  7. Click Create Milestone Path to save your changes.

    Your milestone path is ready to be associated with a project.

    For more information on how to associate milestone paths to projects and milestones to tasks, see Associate milestones with tasks.

View milestone path details in a report

You can view the details of a milestone path in a project report.

You must associate a milestone path with a project before you can see its details in a project report.

For information about associating milestone paths to projects, see Edit projects.

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Reports.

  2. Click New Report, then click Project.

  3. Click Add Column.

  4. In the Show in this column area, start typing Milestone Path, then click Milestone Path Name when it displays.

  5. (Optional) Click Filters and add the following filter to the report: Project Milestone Path ID Is Not Blank.

    The filter ensures that you only display projects that are associated with a milestone path in the report.

  6. Click Save + Close.

  7. Add a name for your report, then click Apply.

    The project report displays. The milestone paths associated with each project display in the last column of the report.

  8. Click the name of a milestone path in the report’s last column.

    The milestone path’s details display.

    Milestone path details from project report

    The milestone path details page displays the following information:

    • Milestone path name, ID, and Description
    • Milestone path groups
    • Milestone names, descriptions, colors, and color icons

  9. (Optional) Click Back to go back to the project report.

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