Create milestones for the action plan

  • Release version: Yokohama
  • Updated April 18, 2025
  • 1 minute to read

    • Create milestones for the affected KPIs in the action plan.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to the Action plan items tab of the action plan.
    2. Select Create.
      The Crate new action plan item dialog box is displayed.Create new action plan item dialog box for creating milestone
    3. Select Milestone.
    4. Select the affected KPI from the list of available KPIs.
    5. Select Create.
    6. In the form, fill in the required fields.
      Table 1. Create New Milestone form
      Field Description
      Assigned to User to whom the milestone tracking is assigned
      Note:
      This field is not available for action plans created for automated KPIs.
      Due date Target date for the milestone
      Note:
      For action plans created for automated KPIs, the KPI is run 7 days before the due date.
      Short description Brief description of the milestone
      Milestone details
      Milestone target value The expected target value of the KPI for the milestone
      Milestone collection start date Start date for the milestone collection
      Milestone collection end date End date for the milestone collection
    7. Select Save to create and save the new milestone.