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Milestone Weighting

 

Overview

Assigning weighting to Milestones allows you to define various percentages of project completion along the way. Once you complete a milestone, you will know what percent of the project’s budget it’s time to invoice for. Milestone weighting is important for revenue recognition and billing cycle completion and is especially helpful for projects where payments are tied directly to achieving certain milestones during the project lifecycle.
Weighting_percentage.png

Once you assign weighting to the project milestone tasks, you can view their progress in the Schedule tab of the Project Admin box.
Schedule_tab.png

Note: You must have the Financial project permission level or higher to assign weightings to tasks.

Weighted milestone tasks cannot be archived or deleted. If you need to archive, delete, or change the task type of a weighted milestone, you need to first remove the Weighting percentage in the New Task Tracker.

Assigning Weightings to Milestones

  1. In the left navigation, click Projects and then select the desired project on the Projects page.
  2. In the Activity tab of the project workspace, click the Task Tracker tab.
  3. In the Tracker Table, click the Weighting field in-line with the milestone task you want to assign a weighting percentage to and enter a number between 0-100.
    Weighting_percentage.gif
    Note: If you don’t see the Weighting column in the Tracker Table, you will need to add it via the Configure Columns modal.
  4. Hit Enter on your keyboard. The weighting percentage is applied to the milestone.

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