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 NameEnter a name for the milestone path.
    DescriptionEnter a description to define the milestone path.
    Is ActiveSelect 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.
    GroupsSelect 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:

    NameType descriptive names for each milestone.
    DescriptionType 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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