4.4 Tracking Milestones

Track and manage important milestones associated with features, bugs, and To Dos.

• Viewing the Milestones Report
  
• Creating a Milestone
  
• Updating or Deleting a Milestone
  
• Viewing Other Milestone Reports
  

4.4.1 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.

See Also:

"Customizing Interactive Reports in a Running Application"

4.4.2 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.

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.

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.

4.4.3 Updating or Deleting 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 Report tab.

   The Milestones Report page appears.

4. Select the milestone.
5. Click Edit Milestone.
6. Edit the appropriate fields.

   To learn more about an attribute, see field-level Help.

7. Click Apply Changes.

4.4.4 Viewing Other Milestone Reports

Click the tabs at the top of the Milestones page to view other reports including Calendar, By Owner, or Features by Milestone.

• Viewing the Milestone Calendar
  
• Viewing the Milestones By Owner Report
  
• Viewing the Features by Milestone Report
  

See Also:

"Accessing Team Development Utilities"

4.4.4.1 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.

4. Controls at the top of the page include:
   • Release - Restrict report to a given release, or display all releases and click Set.
   • Create Milestone - Displays the Milestone dialog enabling you to create a new milestone.
   • Previous/Next - View to the previous month or the next month.
   • Month - View the calendar by month.
   • List - View the calendar entries in a list format by day.

4.4.4.2 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.

4. To alter the report, select another release or milestone and click Set.
5. To return to the default chart, click Reset.
6. To edit a milestone, click Edit Milestone.

4.4.4.3 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.

4. To customize the report, use the Actions menu in Search bar at the top of the page. Click Reset return the report to the default view.
5. To view a specific feature, click the feature name.

See Also:

"Customizing Interactive Reports in a Running Application" and "About the Actions Menu"