4.8 Milestones

Milestones

Creating a Milestone

Creating a Milestone

 

This page describes creating a milestone in Clarizen and includes the following sections :

 

 

 

 

About Creating Milestones

 
Milestones can be created from several locations in Clarizen, including from the Navigation Panel , a Work Plan , a Roadmap ,
as well as from the Milestones and Work Items modules.

For the following example, a new milestone is created from the Navigation Panel.

 

Creating a Milestone via the Navigation Panel

 

  1. Click

    The Navigation Panel opens.
  2. Click New and select Milestone .

 

The Add New Milestone pop-up window or in-line editor opens.

 

Note: Clarizen in-line editors are equipped with and ​ options, whereas pop-up windows are not.
Layouts for defining new items can be configured to display information and/or fields as pop-up windows or as inline editors
by your organization's Admin user, via Layout Settings .


Figure 1: Add New Milestone

  1. Enter the milestone name.

    To upload a custom icon , click the milestone icon on the left.

  1. Click the link below the Name field to change the parent .
  2. In the Template field, click to select a template. (Optional.)

Note: Selecting a template bases the milestone on the selected template, meaning the template properties define the
configuration and milestones's overall architecture and strategy for achieving the milestone's deliverables.
The template may include user assignment.

 

  1. In the Manager field, click to select a manager (other than the default manager).
  2. Click the Start Date field to define the milestone's start date .
  3. Click the Committed Date field to define the committed date.
  4. Click

The new milestone opens in Item Detail view .

 

 

Creating a Milestone From The Roadmap

 

  1. Navigate to the project Item Detail view's Roadmap .
  2. Click located on the ribbon .

    The Add Milestone dialog opens.

Figure 2: Add Milestone

 

  1. Click and hold to choose the required milestone and 'drag and drop' it to the desired location on the Roadmap.

    The New Milestone properties dialog opens.

​​​

Figure 3: New Milestone Properties Dialog

 

  1. Enter a milestone name and define the Due Date .
  2. Click

    The new milestone is created and appears on the roadmap in the selected location.

 

 

Creating Milestones From Modules

 

 

Note: The inclusion of specific modules in the Navigation Panel is defined by your organization's Admin user via
the Layout Settings .
 

 

Creating a Milestone From the Milestone Module

 

  1. Access the Milestone module.
  2. Click located on the ribbon .

    The Add New Milestone window opens.
  3. Follow Steps 3 through 8 of Creating a Milestone via the Navigation Panel .

 

Creating a Milestone From the Work Items Module

 
  1. Access the Work Items module.
  2. Click located on the ribbon .
  3. Select Milestone from the drop-down menu.

 



The Add New Milestone window opens.

 

  1. Follow Steps 3 through 8 of Creating a Milestone via the Navigation Panel .

 

 

Using Templates

Using Templates

 

This page describes creating new milestones using templates and includes the following sections :

Using templates to provide the basic framework for creating new milestones from a previously used milestone saved in the
system saves you time. All fields and data are maintained when a milestone is saved as a template.

When creating the new milestone, the template properties define the configuration of the milestone's overall architecture
and strategy for achieving the milestone's deliverables. The template may include user assignment.

 

 

Creating a New Milestone Using a Template

 

  1. Follow Steps 1 through 4 of 'Creating a Milestone via the Navigation Panel'.

Figure 1: Add New Milestone Pop-up Window

 
Note: Clarizen in-line editors are equipped with and ​ options, whereas pop-up windows are not.
Layouts for defining new items can be configured to display information and/or fields as pop-up windows or as inline
editors by your organization's Admin user, via Layout Settings .

 

  1. In the Template field, click

    The Select Template find window opens listing the milestone templates.

Figure 2: Select Template

 

 

Figure 3: Filters

 

  1. Select a template.
  • Uncheck the item type properties not to be included in the new milestone.

Note: The item type property checkboxes located at the base of the Select Template find window are checked when the window initially opens ( DEFAULT ) .

 

  1. Click

    The Add New Milestone pop-up window or in-line editor loads with the selected template properties .


Figure 4: Add New Template Milestone

  1. Click

    The new milestone opens in Item Detail view .

 

Milestone Module

View Navigator

View Navigator

 

 

Clarizen's View Navigator ' out-of-the-box' default view options vary from module to module. The figure below shows the
Milestone module out-of-the-box' default view options.

 

Figure 1 : Milestone Module View M anager

 

 

 

Team Panel

Team Panel

 

The Milestones module supports including Clarizen's Team Panel to the view. The addition of the Team Panel creates a
team-centric view to better assist with team collaboration on all deliverables.

 

Figure 1: Milestone 'Team-centric' Basic View

 

 

 

Grid

Grid

 

The grid is Clarizen's standard data table display for viewing, managing and editing data and items in most modules .
A grid display is one of three display type options used to configure several of the out-of-the-box view options available in
the View Navigator for most modules.

Using the Time Range Filter enables filtering the grid to show items and events occurring during the actual period/date(s)
defined.

C licking the icon, located above the ribbon enables managing grid column sets which can then be further filtered
and sorted .

 

Figure 1: Milestone Grid

 

 

Searching and Filtering

Searching and Filtering

 

The Milestones module can be searched and filtered for items and data using the Contextual Search and the Time Range Filter .

 

Note: Clarizen can be searched globally using th e Global Search tool .

 

 

Ribbon

Ribbon

 

The Milestones module ribbon , located under the masthead (at the top-left) provides controls for performing actions on
selected items .

 

Figure 1: Milestones Module Ribbon

 

 

Relations Panel

Relations Panel

 

The Milestones module grid displays include t he Relations Panel , located on the right-hand side of the screen.

 

The Relations Panel displays any related items, such as assigned resources , files , and discussions , etc.) of a selected item type in the grid, , as well as cases including bugs, issues and requests, and enables working with the related items while staying in context of your original view.

The panel is blank when multiple ​items are selected.

 

 

Properties Card

Properties Card

 

A Milestone's properties card can be accessed from the Milestones module by selecting the item in the grid , and
clicking located in the Relations Panel .

 

 

View Navigator

View Navigator

 

Clarizen's View Navigator 'out-of-the-box' default view options vary from module to module. The figure below shows the
Milestone Item Detail out-of-the-box' default view options.

 

Figure 1 : Milestone Detail View M anager

 

 

 

Layout

Layout

 

A milestone Item Detail view layout is comprised of the milestone's Properties Card located at the top of the page and
panels containing any related items, such as resources , followers , discussions , emails and more. S pecific information is
d isplayed in the customizable panels that can be arranged in the view to suit your needs. Some items use special panels .

You can work with items in each panel directly without losing context. Milestone Detail view p anels within the view can be
laid out in one or two columns on the screen, and are fully customizable by your organization's Clarizen Admin user.

You can further customize the view for private use at the user level .

 
 

 

Figure 1: Milestone Item Detail View Layout

 

 

 

 

Work Plan (WBS)

Work Plan (WBS)

 

Work Plan panels provide a clear, easy to follow view of work items broken down into sub-items in a tree format.
In project management terminology, this is a WBS, a work breakdown structure.

 

 

 

Discussions

Discussions

 

Discussions on a specific milestone in Clarizen can be initiated, shared and replied to in order to facilitate work item team or
group collaboration.

Discussions centered on a specific milestone appear in the Milestone module Relations Panel and dedicated panels in
milestone Item Detail views .

Note: Discussion panels shows w hen no discussion exist.

 

 

 

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