Milestones in Progress Reports

Overview

Milestones allow teams to track key project events alongside the Development & Construction Progress Reports. They provide a high-level view of important construction activities, helping project teams monitor progress against contracted dates and supporting contractor payment schedules.

Milestones appear directly within the Progress Reports page, beneath the Overall Progress chart. They can represent either:

• System milestones – linked to tracked construction components in the platform.
• User-entered milestones – custom milestones defined by the user (for example, delivery confirmations or design approvals).

Milestones help project managers and site teams:

• Track progress against key contractual dates
• Identify delays through variance calculations
• Record evidence when milestones are achieved
  
• Support reporting and contractor payment processes
  

Milestones Table

• The table appears below the Overall Progress chart on the Progress Reports page
• If no milestones have been added, the table will appear empty
• Milestones are ordered by their ID

Permissions

• View-only users
  

  • Can view the milestone table and milestone details
    

• Editor users
  

  • Can add milestones
  • Edit milestones
  • Complete milestones
  • Reopen milestones

Table Columns

ID

A unique identifier for the milestone.

• Used to order milestones in the table
• Defaults to sequential numbering (1, 2, 3…)
• Can include decimals (for example 4.1) if required
  
• Applies to both system and user-entered milestones
  

Milestone Description

A short description of the milestone event. Examples:

• Structure complete
• Equipment mounted
• Delivery of inverter station to site
  
• Applies to both system and user-entered milestones
  

Payment %

1. This field does not contribute to any calculations; it’s for information only
   
2. Optional field
   
3. Applies to both system and user-entered milestones
   

Contracted Date

The planned completion date for the milestone.

• Mandatory field
• Applies to both system and user-entered milestones
  

Actual Date

Displays the milestone completion date or predicted completion date.

1. System milestones

• Show a predicted date until completion, indicated by a P after the date
• Once progress reaches 100%, the actual completion date replaces the prediction

1. User-entered milestones

• No predicted date
• The actual date appears when the milestone is marked complete

Variance (Days)

Shows the difference between the contracted date and the actual or predicted date.

Status

Indicates whether the milestone is:

• Complete
• Not complete
  
• Ready to complete
  

Adding a Milestone

To add a milestone

1. Open the Progress Reports page
2. In the Milestones table, click Add milestone
3. Complete the milestone form
4. Click Save

Milestone Types

When creating a milestone, the fields selected depend on whether it's a system milestone or user-entered milestone.

System Milestone

A milestone linked to a component tracked within the system.

Required fields include:

• ID
  
• Contracted end date
• Milestone description (custom text)
• Component type
• Status
  
• Complete (%) (normally 100%)

User-Entered Milestone

A custom milestone defined by the user. These are milestones that are not linked to a component.

Examples may include:

• Delivery of equipment
• Design approval
• External inspection completion

Required fields include:

• ID
  
• Contracted date
• Milestone description
  

Editing a Milestone

Milestones can be edited until they are completed.

To edit a milestone

1. Locate the milestone in the table.
2. Click Edit in the Actions column.
3. Update the required fields.
4. Click Save.

Completing a Milestone

Completing a milestone records that the milestone event has been achieved.

To complete a milestone

1. Locate the milestone in the table
2. Click Complete milestone
3. Enter the completion date
4. Upload any required evidence
5. Save the milestone

Completion Date

• Defaults to today’s date
• Can be adjusted to a previous date if needed
• This date becomes the actual completion date shown in the milestone table

Evidence

Evidence options include:

1. No evidence required

• The milestone can be completed without attachments

1. Upload evidence

• Upload documents or images related to the milestone

1. Link to task list

• Associate the milestone with an existing task list
  
• Only one task list can be linked per milestone
  

Viewing a Completed Milestone

Completed milestones can be opened to view detailed information.

Information available in the milestone view

• Completion date
• Uploaded evidence
• Linked task list

Users can download any uploaded evidence files directly from this view.

Re-opening a Milestone

If additional details or corrections are required, user-entered milestones can be reopened.

To reopen a milestone

1. Open the completed milestone using View.
2. Click Re-open milestone.

The milestone will return to Not completed status and can be edited again.

Milestones and Task Lists

Milestones can be linked to task lists to provide additional context and supporting activities.

When a task list is linked:

• The milestone can be accessed directly from the task list
• The task list can be accessed from the milestone view

This helps teams quickly navigate between high-level milestones and detailed project tasks.

Best Practice

To get the most value from milestones:

• Use milestones for major contractual or construction events
• Include contracted dates to track variance
• Add evidence or task lists for audit and reporting
• Use clear milestone IDs to align with internal project plans

Milestones work best when used alongside the Overall Progress tracking in Progress Reports.