Edit milestone planning - Intergraph Smart Materials - 10.4 - Help - Hexagon

A milestone is a user defined event with a date that requires tracking. Each milestone is identified by a label and typically has three dates associated with it, a planned date, a forecasted date, and an actual date. The list of milestone labels is generated automatically according to the assigned milestone set, upon creation of a planned item (tag or requisition), regardless of whether it has been created manually or by the MTO.

Coming from a supplement plan, you can skip step 1 to 4.

1. Click the Planning task on the dashboard, or select Planning from the Tasks list.

2. Select a planning item in the tree.

3. Click Planning to display the Planning section.

4. Select the Milestones tab.

   Planned dates and forecasted dates are automatically recalculated before data is displayed.

5. Click Add Milestone to add a new milestone.

   This button is only available for supplements of planned requisitions. You can only add milestones that are part of the assigned milestone set.

6. You can click Delete Milestone to delete the selected milestone.

   This button is only available for supplements of planned requisitions.

7. Click Save.

8. (Optional), edit milestone details

   The displayed weight factors 1 and 2 are defined for the budgets 1 and 2 of the milestone.

   The weight factors are used to calculate the progress.

   1. The pre-defined manhours for the milestone are displayed in Original Manhours.

   2. You can enter the actual manhours in the Manhours box.

   3. In the % Progress box, you can enter the actual progress of the milestone.

      If the Actual Date is set for the milestone, progress percentage is set to 100%.

   4. You can enter an external activity in the External Activity box.

      The External Amount box can be used to link milestone planning data to an external or third party system.

      There is no application logic associated with this external float amount within the system. The External Activity and External Amount values are used to identify those activities that are not a part of the actual milestone set but noted as having an impact on the overall schedule. An example of this is a client requested change that would stop the cycle for an uncertain amount of time and, for later reference, requires a log.

   5. You can attach a document to the milestone in the Document Code box.

      For example, after the milestone is performed, you could attach a document proving its conclusion.

   6. In the Two Phase Planning section, select the 1st Pass check box if the milestone marks the end of the first phase of planning.

      With the 1st Pass and 2nd Pass check boxes, you can constitute the end of the first and the beginning of the second phase of planning if you want to set up a two-phase planning. If you have selected these check boxes for a milestone set, you must define exactly two dates in the Planned box before you select the Recalculate Planned Dates option. The first date must be placed on or before the milestone that was marked as the first pass, and the second date must be placed on or after the milestone that was marked as the second pass. The second date must also lie after the first date.

      When you click Recalculate Planned Dates, the two phases of planning will be executed. Beginning with the first date entered, the days will be calculated up to the milestone marked as the first pass and backward to the first milestone. Then beginning with the second date entered, the days will be calculated backward to the milestone marked as the second pass and forward to the last milestone. The planned days between the first pass and the second pass will not be filled.

      If you have already executed the two-phase planning and click Recalculate Planned Dates, all calculated planned dates will be deleted except the dates of the first and the second pass, which will be used as starting dates for the new calculation.

      This two-phase planning has no effect on the calculation of the forecasted dates. If you calculate the planned dates and the forecasted dates are yet empty, the date of the second pass will be taken as starting date for calculating the forecasted dates.

   7. Alternatively, select the 2nd Pass check box if the milestone marks the beginning of the second phase of planning.

9. (Optional) Click the Description tab to view milestone descriptions.

   The Description tab displays the short description and the description of the selected milestone.

10. (Optional) Click the Comments tab to edit milestone comments.

    On the Comments tab, you can add comments to the selected milestone on the planned and forecasted dates.

    1. Type a comment in the Comment on Planned Date box.

    2. Type a comment in the Comment on Forecasted Date box.

See Also

Assign and edit planning properties

Refresh milestones

Recalculate planned dates

Recalculate forecasted dates

Lock planned or forecasted dates

Override derived actual dates

Edit detail milestones