Create Milestone Template
Explanation
This activity is used to create a milestone template.
A milestone template can consist of one or more milestones. Each milestone is
defined with percentage values and these values will be used to set the progress
of a design object. For example, a milestone can be defined with a cumulative
progress of 100% which can be used when work is complete on a design object.
The following conditions need to be fulfilled when you
define a milestone on a milestone template:
- The progress and duration values for the milestone
need to be between 0% and 100%.
- The duration needs to increase in accordance with
the progress.
Furthermore, it will be possible to automatically update milestone values
when the design status of an object changes. The following example illustrates
this in detail:
Assume a milestone template X(X) exists and includes a
milestone numbered 4. This milestone is defined with a progress percentage value
of 100% and the Set Completed design status. This milestone template is
connected to the design object Y(Y). When the status of the object is changed to
Set Completed the milestone 4 will appear automatically on the object.
If a milestone exists with a progress value of 0%, the milestone value is
automatically updated on the object when the status is set to the Redesign
status. If this
milestone does not exist the progress will not receive any value (NULL) when the
status of the object is changed to Redesign.
Prerequisites
N/A
System Effects
- A milestone template and connected milestones are
created.
- Relative progress is calculated.
- Defined milestones are available in the List of
Values where milestones are applicable.
- If a value has been defined in the Design Status Change field for
a milestone number, when this change in the design status has
been performed for a design object, the milestone number on a design object
will be automatically updated with the milestone number in Milestone
Number field.
Window
Milestone Template
Related Window Descriptions
Milestone Template
Procedure
- Open the Milestone Template window.
- Click New.
- Enter an identity and a description for your new
template in the Milestone Template and Description field.
- Click Save.
- Click New on the lower table of the window.
- Enter a milestone number in the Milestone
Number
field.
- In the Description field enter the
description of the new milestone number. .
- In the Cumulative Progress % field, enter
the estimated percentage of the total work that will be performed when the
milestone is reached.
- In the Cumulative Duration % field, enter
the estimated percent of total hours that will be performed when the
milestone is reached.
Note: A value appears automatically in the Relative Progress field and is calculated by the system. The values for the
Cumulative Progress and Cumulative Duration fields in your
template can be adjusted as required.
- Optionally, you can select the design status change in the Design Status
Change field, to automatically update the milestone
number on a design object with the value in Milestone Number field,
when this change in the design status has been performed for the design
object.
- Click Save.