Tracking Milestones

Use the Milestones page to manage important milestones. Milestones track events. You can associate milestones with features, bugs, and To Dos

Topics:

Viewing Milestones

To view milestones:

  1. On the Workspace home page, click the Team Development icon.

  2. Click the Milestones icon.

    The Milestones Dashboard appears.

    The Milestones Dashboard displays an overview of milestones within the workspace. You can filter by release or link to a specific milestone or milestones by owner. See "About the Milestones Dashboard".

  3. Click the Milestones tab.

    The Milestones page appears. "About the Milestones Page".

About the Milestones Page

The Milestones page displays as a report. You can customize the appearance of page, using the Search bar at the top of the page. Available controls on the Search bar include:

  • Search icon - Resembles a magnifying glass. Click this icon to narrow your search to only specific columns. To search all columns, select All Columns.

  • Text area - Enter case insensitive search criteria (wildcard characters are implied) and then click Go.

  • Go button - Executes a search or applies a filter.

  • Actions menu - Displays the Actions menu. Use this menu to customize the report. See "About the Actions Menu".

Creating a Milestone

To create a milestone:

  1. On the Workspace home page, click the Team Development icon.

  2. Click the Milestones icon.

    The Milestones Dashboard page appears and displays the following regions:

    • Milestone calendar

    • Days to final milestone

    • Component Counts

    • Milestone Owners

  3. Click Create Milestone.

  4. Fill in the appropriate fields. Mandatory fields are marked with a red asterisk (*).

  5. To learn more about a specific field, see item Help. See "About Field-Level Help".

  6. To add new values to editable select lists, enter a value in the field with the title New. For example, to add name to the Owner list, enter a value in New Owner.

    The value you enter is added.

  7. Click Create Milestone.

Updating a Milestone

To update a milestone:

  1. On the Workspace home page, click the Team Development icon.

  2. Click the Milestones icon.

  3. Click the Milestones tab.

    The Milestones page appears.

  4. Click the Edit icon to the left of the description.

  5. Edit the appropriate fields.

  6. To learn more about a specific field, click the item label. See "About Field-Level Help".

  7. To add new values to editable select lists, enter a value in the field with the title New. For example, to add name to the Owner list, enter a value in New Owner.

    The value you enter is added.

  8. Click Apply Changes.

Viewing Milestone Reports

Use milestone reports to view milestones from different perspectives.

Topics:

About the Milestones Dashboard

The Milestones Dashboard displays an overview of milestones within the workspace. To filter by release, make a selection from the Release list. To view specific milestones, click the milestone hyperlinks or the milestone owner.

The Milestones Dashboard page appears and displays the following regions:

  • Milestone calendar

  • Days to final milestone

  • Component Counts

  • Milestone Owners

To edit the dashboard:

  1. Edit the following Show and Release lists at the top of the page and click Set.

  2. To reset the dashboard to the default display, click the Reset button.

About Calendar View

The Calendar page displays milestones by date in a calendar format. To filter by release, make a selection from the Release list. Click the Previous and Next buttons to view other months. To view milestones for the current day, click Today. To view a specific milestone, click the hyperlink. To create a milestone, click Create Milestone and following the online instructions.

By Owner

The By Owner page enables you to select a milestone and view Team Development objects associated with it (for example, features by owner, feature metrics, milestone exceptions, and so on). To view milestones associated with a specific owner, click the appropriate section of the pie chart. A report appears displaying milestones by owner.

To alter the chart, select another release or milestone and click Set. To return to the default chart, click Reset.

About Features by Milestone

Feature by Milestone displays a report of features associated with each milestone. This report is useful in tracking progress. To edit the report, select another release and click Set. To return to the default report, click Reset.