5.5 Tracking Milestones

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

5.5.1 Viewing the Milestones Report

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.

  3. Click the Report tab.

    The Milestones Report page displays as an interactive report. You can customize the appearance of page, using the Search bar at the top of the page.

5.5.2 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:

  3. Click Create Milestone.

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

    To learn more about an attribute, see field-level Help. See "Viewing Field-Level Help."

  5. 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.

  6. Click Create Milestone.

5.5.3 Updating a Milestone

To update 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:

  3. Click the Milestones tab.

    The Milestones Report page appears.

  4. Select a milestone.

  5. Edit the appropriate fields.

    To learn more about an attribute, see field-level Help. See "Viewing Field-Level Help."

  6. Click Apply Changes.

5.5.4 Viewing Other Milestone Reports

This section describes milestone reports available in Team Development.

5.5.4.1 Viewing the Milestone Calendar

To view the Milestone Calendar:

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

  2. Click the Milestones icon.

    The Milestones Dashboard appears.

  3. Click the Calendar tab.

    The Calendar page displays milestones by date in a calendar format.

    To filter by release, make a selection from the Release list and click Set. 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.

5.5.4.2 Viewing the Milestones By Owner Report

To view the Milestones By Owner report:

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

  2. Click the Milestones icon.

    The Milestones Dashboard appears.

  3. Click the By Owner tab.

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

5.5.4.3 Viewing the Features by Milestone Report

To view the Features by Milestone report:

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

  2. Click the Milestones icon.

    The Milestones Dashboard appears.

  3. Click the Features by Milestone tab.

    The Feature by Milestone report displays as an interactive report and displays features associated with each milestone. You can customize the appearance of page, using the Search bar at the top of the page.