Project milestones¶
Milestones enable you to track ongoing project work by designating a sequence of key steps that must be reached before the project’s completion. Milestones are particularly useful in expensive, long, or large-scale projects. They can be used purely for indicative purposes, as a way to ensure that the project is completed in a timely manner.
Milestones can also be used as a basis for invoicing the client. This benefits both parties, as it ensures consistent cash flow for project funding and allows the client to pay for the project in several installments.
การกำหนดค่า¶
Enable milestones for the desired project by opening the Project app, clicking the (vertical ellipsis) on the project’s card, and clicking Settings. Under Tasks Management, enable Milestones.
Note
Milestones are automatically enabled for projects created from a sales order for a service invoiced by milestone.
Configure project milestones by clicking the (vertical ellipsis) on the project’s card and selecting Milestones. Create a milestone by clicking New, entering the milestone's Name, selecting a Deadline if desired, and clicking Save.
Add or remove options by clicking the sliders. The following options are relevant when using invoicing based on milestones:
Sales Order Item: this field is filled in automatically with the Sales Order number.
Quantity (%): percentage of the ordered quantity that will automatically be delivered on the sales order once the milestone is marked as reached.
Once milestones are configured, you can link project tasks to milestones. To do so, navigate to the project you created the milestones in, then click one of the tasks to open it. Then, click the Milestone field to open a drop-down menu. Select the desired milestone from the list.
Once all the tasks linked to the milestone are completed (marked as Done or Cancelled), the milestone will be automatically marked as Reached in the . You can also check the Reached box manually whenever the milestone is reached. Manual checking of the box will not impact the tasks linked to the milestone.
Using milestones¶
Odoo offers several ways to oversee the project’s milestones and their relationship to ongoing tasks.
In the Gantt view, a milestone is shown as a vertical line marked with a diamond shape, displayed on the day of the milestone’s deadline. The line is color-coded in blue to indicate that the milestone has not yet reached its deadline, or it has been marked as reached (in which case, a check mark is displayed on the milestone). A milestone is color-coded in red if it has not been reached by its deadline.
If a milestone’s deadline falls on the same day as the project’s deadline, it is displayed with a vertical line marked with a circle, and the same color coding principles as above apply.
Aside from the Gantt view, you can also create, edit, and mark milestones as reached from the project dashboard.
