The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. The same features will also be available in the Production environment for all customers starting with a week from the Preview release.
For more information, see Interface modernization.
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
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront plan | Any |
| Adobe Workfront license |
Standard Plan |
| Access level configurations | You must be a Workfront administrator. |
*For information, see Access requirements in Workfront documentation.
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
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Click the Main Menu icon
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Click Processes > Milestone Paths.
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Click New Milestone Path.
The New Milestone Path box opens.
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Click Basic Info in the left panel.
Update the following information:
table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header 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. -
Click Milestones in the left panel.
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In the Production environment, click Add Milestone to add milestones to the path.
In the Preview environment, click New row to add milestones to the path. -
Update the following information:
table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header 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.
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(Optional) Drag and drop each milestone to reorder them.
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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.
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(Optional) From the Milestone Paths list, select one milestone, then click the Edit icon
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(Optional) Click the Export icon
- Excel
- Excel (xlsx)
- Tab Delimited
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(Optional) Select one or several milestones in the milestone list, then click the Delete icon
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Click Yes, Delete it.
The milestone is deleted and cannot be recovered. The milestone path is removed from any project previously associated with it and all milestones are removed from the tasks associated with them.
Deleted milestones cannot be recovered.
View milestone path details in a project 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.
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Click the Main Menu icon
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Click New Report, then click Project.
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Click Add Column.
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In the Show in this column area, start typing Milestone Path, then click Milestone Path Name when it displays.
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(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.
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Click Save + Close.
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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.
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Click the name of a milestone path in the report’s last column.
The milestone path’s details display.
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
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(Optional) Click Back to go back to the project report.