How You Configure Milestones for Multiple BUs

In a multiple BU environment, you must configure milestones for each BU that intends to track them.

This gives each BU the flexibility to track a different set of milestones, or to track the same milestone using different start, pause, and stop criteria, depending on the business requirements. You can configure milestones for each BU in the following ways:
  • To apply an existing milestone to a new BU, or to create a new milestone for a BU, use the Manage Service Milestone Configuration task in Setup and Maintenance.

    Using this task, you create a new milestone configuration, and specify the existing or new milestone code with the new BU. You can specify the same or different start, pause, and stop criteria, depending on the requirements of the BU.

  • To define multiple milestones for a specific BU, use the Manage Service Milestone Configuration for Business Unit task in Setup and Maintenance.

    When using this task, you must specify the Scope using the Select Scope dialog box. As you create each milestone, the BU specified in the Scope is automatically set as the milestone BU.

Note: Before configuring milestones for the first time in a newly-provisioned multiple BU environment, the administrator must associate the default BU with the ready-to-use milestones, as described in the following topic.