Skip to main content
This page shows MSP staff how to add milestones, set their dates and status, choose what clients see, and reorder them.

​
Before you start

  • You need permission to edit project collaboration content (project overlay edit).
  • Company users read shared milestones. They cannot edit them.
  • Milestones live in MSPortal. Changing one does not change a linked PSA ticket, phase schedule, or project status.

​
Add a milestone

1

Open Milestones

Open Projects, click the project, then click Project Plan and Milestones.
2

Add the milestone

Click the + button at the top of the list and choose New Milestone. If the list is empty, click New Milestone in the empty state. The milestone is saved at once as Pending, with Client Visible off, and opens on the right.
3

Name and describe it

Replace Title with a clear outcome and add a Description if you want. Keep the title filled in. Text saves shortly after you stop typing. There is no Save button.
4

Set the dates and status

Pick a Planned Date and a Status.MSP milestone Status menu: Pending, In Progress, Complete, and SkippedWhen it is finished, set the status to Complete and set Actual Completion Date. They are separate fields. Choosing Complete does not fill the date, and entering a date does not mark it complete.
5

Add internal notes

Use Notes (internal) for staff-only notes. Company users never see them, even when Client Visible is on. Put anything clients should read in Description.
6

Share it when ready

Turn on Client Visible when the milestone is ready for Company users who can access the project. It saves at once. With it off, the whole milestone is hidden from Company users.
7

Link it to work

Under the editor fields, pick a Linked phase, Linked ticket, or Linked files if the milestone belongs with them.
For the Mark as Milestone shortcut on phases and tickets, see phase and ticket action menus.

​
Edit, reorder, and remove milestones

1

Edit

Click a milestone in the list and change any field. Changes save as you make them.
2

Reorder

Drag a milestone by its grip handle. Reordering is off while a search is active, and it never changes dates.
3

Skip

Set the status to Skipped when a milestone is no longer in the plan but should stay on record. It does not count as Complete.
4

Delete

Click the milestone, click Delete at the top, and confirm. Check the list to make sure it is gone.
The Milestones tab shows Company users only client-visible milestones. MSP staff also see internal ones.

​
Troubleshooting

​
Frequently asked questions

It saves the default Pending milestone at once. Finish its fields or delete it. Closing it does not discard it.
No. Set Status and Actual Completion Date separately. Reopening a milestone does not clear the date either.
No. It shows the milestone inside a project they can already open. It sends nothing.
Yes. Internal notes are left out of what Company users receive, even when Client Visible is on.