Use the Milestone view
You can apply the Milestone view to a project list or report. You can use the Milestone view to view all milestones that are associated with tasks within the projects you are viewing.
Before you can use the milestone view, the following elements must exist:
- Milestones paths are configured. For information, see Create a milestone path.
- Milestone paths need are added to projects. For information, see Edit projects.
- Milestones are associated with tasks. For information, see Associate milestones with tasks.
The Milestone view is available when viewing a project list or a project report. The following sections describe how to view and use the milestone view.
Access requirements
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront package | Any |
| Adobe Workfront license |
Standard Work or higher |
| Access level configurations | View or higher access to Reports, Dashboards, Calendars |
| Object permissions | View permissions to a project report to apply the Milestone view to a report |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Switch to the Milestone view switch-to-the-milestone-view
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Click the Main Menu icon
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Click the View drop-down menu, then click Milestone.
The list or report displays in a Milestone view.
For information about the milestone view, see the section Milestone view overview in this article.
Milestone view overview milestone-view-overview
The Milestone view is available on project lists and project reports. You can quickly view all milestones that are associated with tasks within the projects you are viewing.
- Timesheets, in the project list when adding a project.
For information about how to switch to the Milestone view, see the section Switch to the Milestone view in this article.
Milestone view sections
When applying the Milestone view to a list of projects, the projects display in the following sections:
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The projects that are associated with a Milestone Path display first, listed under the name of their respective Milestone Paths.
Workfront sorts the projects in the first section by the following criteria, in this order:
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Milestone Path ID. You can view the Milestone Path ID in a Milestone Path report.
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The field selected as the first sorting field for the project list in the view previously applied to the project list, before you selected the Milestone view.
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The projects not associated with a Milestobe Path display next, in the Unassigned section. Workfront sorts the projects in the Unassiged section by the field selected as the first sorting field for the project list in the view previously applied to the project list, before you selected the Milestone view.
Project information in the Milestone view
When viewing a project list or project report in the Milestone view, the following information is available:
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Planned Dates or Projected Dates: Specify whether you want to display Planned Dates or Projected Dates in the Milestone view.
Dates are displayed for the Start and Completion dates of the project, as well as for the Completion of each Milestone task in the Milestone Path.If you are viewing Projected Dates, the dates cannot be edited. Projected Dates are calculated by Workfront and cannot be manually changed.
If you are viewing Planned Dates and you also have Manage access to the project, you can edit the following dates directly from the Milestone view:
- Project Start Dates: If a project is scheduled from the Start Date, you can manually change the Planned Start Date of the project, and the Planned Completion Date is then calculated.
- Project Completion Dates: If a project is scheduled from the Planned Completion Date, you can manually change the Planned Completion Date of the project, and the Planned Start Date is then calculated.
- Task Completion Dates: You can manually update the Planned Completion Date for tasks directly from the Milestone view.
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Percent Complete: Displays the completion percentage of each task and project.
You can disable the completion percentage from being displayed, as described in the section Configure what information displays in the Milestone view in this article.
You can adjust the completion percentage directly from the Milestone view, as described in the section Adjust Percent Complete for tasks in the Milestone view in this article.
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Task progress status icons: The following are icons that indicate the tasks’s progress status:
- On Time - green
- Behind - yellow
- At Risk - blue
- Late - red
Configure what information displays in the Milestone view configure-what-information-displays-in-the-milestone-view
You can configure whether the following elements are displayed in the Milestone view:
- Progress status icons
- Percent complete of projects and tasks
By default, progress status icons and percent complete of projects and tasks display.
Any changes you make to these options apply only to you; other users are not affected. The changes you make are retained the next time you log in to Workfront.
To configure whether project status icons and completion percentage of projects display:
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Click the Main Menu icon
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Click the View drop-down menu, then click Milestone.
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Select from the following options:
table 0-row-2 1-row-2 layout-auto html-authored no-header Progress Status Select this option to display progress status icons next to each project and task.
This option is enabled by default.
Percent Complete Select this option to display the completion percentage next to each project and task.
This option is enabled by default.
Adjust Percent Complete for tasks in the Milestone view adjust-percent-complete-for-tasks-in-the-milestone-view
You can adjust the Percent Complete for tasks in the Milestone view. You cannot adjust the Percent Complete for a parent task (a task that contains subtasks) or for a project.
To adjust the percent complete for a task in the Milestone view:
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Click the Main Menu icon
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Click the View drop-down menu, then click Milestone.
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(Conditional) If completion percentages are not current displaying in the Milestone view, enable viewing the Percent Complete of tasks and projects, as described in the section Configure what information displays in the Milestone view in this article.
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Move the Percent Complete slide to the new percent complete to update it.