Milestones are managed within Initiatives and can be linked to other elements in ClearPoint. They allow you to track progress, measure success, and communicate status to stakeholders.
Adding Milestones to an initiative
Adding Milestones inline
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Click on Initiatives
Locate the Initiative you are going to be working with, in this example, ‘Redesign Employee Satisfaction Survey’
Double-click on Milestones
Click on Add Milestone
Under Name, enter the name of the new Milestone, for example, ‘Net promoter score’
Assign an Owner from the dropdown menu
Choose the Start Date and End Date
Once you are done with your changes, click Save
Click the green checkmark to confirm your changes
Adding Milestones from the Edit Initiative window
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Click on Initiatives
Locate the Initiative you are going to be working with, in this example, ‘Redesign Employee Satisfaction Survey’.
Click on the edit Pencil icon
Navigate to the Milestones tab
Click on the Plus icon
Under Name, enter the name of the new Milestone, for example, ‘Net promoter score’
Assign an Owner from the dropdown menu
Choose the Start Date and End Date
Once you are done with your changes, click Save
Adding multiple Milestones
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Click on Initiatives
Locate the Initiative you are going to be working with, in this example, ‘Redesign Employee Satisfaction Survey’
Click on the edit Pencil icon
Navigate to the Milestones tab
Choose Add Multiple from the dropdown menu
Use Select Fields to assign an Owner
Enter the names of each Milestone on a separate line
Select the Start and End Date
Once you are done, click Save
Keep in mind the content will apply to all the Milestones being added
Change the Start and End Date by dragging the Milestones to the appropriate dates in the Milestones Gantt Chart
Once you are done click the green checkmark to confirm your changes
Creating sub-milestones
Like Milestones, Sub-Milestones need to be completed for the overall project to be complete, they have Start and End Dates, and they are tracked in a Gantt Chart. Once you create an Initiative and add a Milestone, you can create and designate Sub-Milestones.
Milestones can have four levels of parent-child hierarchy (Parent/Child/Grandchild/Great-grandchild).
Adding Sub-Milestones inline
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Click on Initiatives
Locate the Initiative you are going to be working with, in this example, ‘Redesign Employee Satisfaction Survey’
Double-click on Milestones
Click on Add Milestone
Under Name, enter the name of the new Sub-Milestone, for example, ‘Total % of Promoters’
Select a Milestone from the Parent Milestone dropdown menu
Choose the Start Date and End Date
Once you are done with your changes, click Save
Click the green checkmark to confirm your changes
Adding sub-milestones from the Edit Milestone window
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Click on Initiatives
Locate the Initiative you are going to be working with, in this example, ‘Redesign Employee Satisfaction Survey’
Click on the edit Pencil icon
Navigate to the Milestones tab
Click on the Plus icon
Under Name, enter the name of the new Milestone, for example, ‘Total % of Demoters’
Select a Milestone from the Parent Milestone dropdown menu
Choose the Start Date and End Date
Once you are done with your changes, click Save
Adding multiple sub-milestones
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Click on Initiatives
Locate the Initiative you are going to be working with, in this example, ‘Redesign Employee Satisfaction Survey’
Click on the edit Pencil icon
Navigate to the Milestones tab
Choose Add Multiple from the dropdown menu
Under Select Fields select Parent Milestone
From the Parent Milestone dropdown menu select the Parent Milestone
Enter the names of each Milestone on a separate line
Select the Start and End Date
Once you are done, click Save
Keep in mind the content will apply to all the Sub-Milestones being added
Change the Start and End Date by dragging the Sub-Milestones to the appropriate dates in the Milestones Gantt Chart
Once you are done click the green checkmark to confirm your changes
Changing a Milestone into a Sub-Milestone
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Click on Initiatives
Locate the Initiative you are going to be working with, in this example, ‘Redesign Employee Satisfaction Survey’
Double-click on Milestones
Click on the edit Pencil icon for the Milestone that will become a Sub-Milestone
Navigate to the Edit Fields tab
Choose the Parent Milestone from the dropdown menu
Click Save
Click the green checkmark to confirm your changes
Bulk editing milestones
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Click on Initiatives
Locate the Initiative you are going to be working with, in this example, ‘Redesign Employee Satisfaction Survey’.
Click the edit Pencil icon
Navigate to the Milestones tab
Mark the checkboxes next to the Milestones you are going to be editing
Select Edit Multiple from the dropdown menu
Milestones To Update shows all the Milestones you will be making changes to
Navigate to the Update Fields, changes can be made for the reporting period you are currently viewing.
Navigate to the Edit Fields, changes can be made to the Milestones that will be the same no matter what period the user is logged into.
Select the fields you want to change from the Select Fields menu
Choose the value you want to apply to each field
Once you are done, click Save
Please note that these changes, once saved, will be reflected on all of the Milestones that were selected.