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Destination paths below use the grouped project navigation.
This page shows Company users and MSP staff how to read a project’s milestones. Company users see shared milestones on projects they can access. Your MSP manages milestone editing and permissions.

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Before you start

  • You need access to the project.
  • Internal milestones are hidden from Company users, so your list can be shorter than an MSP staff member’s.

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Review milestones

1

Open Milestones

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

Scan the list

The list on the left shows each milestone’s title, its status (Pending, In Progress, Complete, or Skipped), and its planned date. Use Search above the list to find one by title, description, notes, or linked phase or ticket.
3

Open a milestone

Click a milestone to read its description and any linked phase, ticket, or files on the right. MSP staff also see the actual completion date and internal notes.
The milestone’s planned date is the date the plan expects it. A Complete milestone can have an actual date that differs from the planned date. Milestone status and dates are kept separately from ticket and project completion. For dated project tickets and rescheduling, use Project Plan > Schedule and the project calendar guide. For progress notes, open Updates.

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Troubleshooting

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Frequently asked questions

No. It marks that one milestone complete. Check the project and its remaining work separately.
Your MSP sets the order by dragging milestones. Read the planned date on each row.
No. Your MSP manages changes. Authorized MSP staff can use Manage project milestones.