Topic results Milestones

CCH Workflow
Show Non Milestones
This document explains how to view non-milestone tasks within a workflow template by selecting the "Show Non Milestone" option. It provides instructions to right-click on the relevant cell in the Workflow Homepages control to access these tasks, accompanied by an illustrative image.
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CCH Central
Milestone Maintenance Creation
This document describes the concept of milestones within job management systems. It defines milestones as scheduled events that indicate the completion of major deliverables and can have assigned dates and statuses. The process for creating and tagging milestones to specific jobs is outlined, emphasizing features like assignment types, descriptions, and planner visibility. Additionally, it covers how to add calculated columns for tracking dates between milestones, as well as bulk assignment capabilities for jobs. The document also discusses job management controls for monitoring job stages and filtering by assignment types.
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CCH Central
Milestones: Creating, Editing and Deleting
The document outlines the process of creating, editing, and deleting milestones for project management within an assignment type framework. Milestones are essential events tied to assignments with target completion dates. Users can set up milestones, assign statuses, and filter views based on assignment types. Key functionalities include marking start and end milestones, showing them on the planner, and reporting based on their completion status. Instructions for editing or deleting milestones are also provided, emphasizing the importance of maintaining proper order and status flags for effective project tracking.
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CCH Central
Milestones
This document outlines the functionality of milestones in project management, including their display on the homepage and methods to set default due dates. Users can update milestone status by right-clicking, and it's emphasized that completed milestones should be marked "Complete" for reporting purposes. The document describes two display options for milestones, either through icons or color coding, and provides instructions on setting default due dates using formulas. Additionally, it highlights the importance of adding comments for milestones marked as "Problem" to facilitate communication among users.
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CCH Practice Management
Toolbox: Job Sheet - Updating Milestones
The document outlines the relationship between task status options and assignment schedule stage statuses, specifically focusing on four key statuses: In Progress, Complete, Problem, and Risk. It explains how updates to linked milestones and schedule stages synchronize within the Toolbox's Job Sheet. Additionally, it warns that user-created task statuses can lead to clearing milestones, and notes that changes to task status descriptions will be reflected on the homepage control upon application restart.
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CCH Central
Adding a milestone
This document outlines the process of adding milestones to assignment types in a project management context. Milestones represent significant events and can be tagged to specific assignment types, each having its own target completion dates. Users can filter job schedules by assignment type on the Jobsheet home page to view relevant milestones. The document also explains how to assign a status to milestones through the Jobsheet right-click menu and provides a link for detailed setup instructions.
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