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Procore (en-CA)

Edit a Milestone in Portfolio Financials

 Note
The information in this tutorial applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

Objective

To edit a milestone for a project in Portfolio Financials.

Background

The Milestones section in Portfolio Financials allows you to keep track of high-level milestones for the project, such as the Project Start and Project End dates. All milestones for the project show on a timeline on the Project Page so that you can see dates for milestones in relation to one another. The Milestone section also tracks the status for each milestone and after a milestone is reached, you can mark the milestone as complete. 

Things to Consider

  • Required User Permissions:
    • 'Full Access' to the project or higher. 

Steps

To edit the name of a milestone:
  1. Navigate to the Project Page.
  2. In the Milestones section, click into the name that you want to edit.
    Note: 'Project Start' and 'Project End' cannot be renamed.
  3. Enter the updated name for the milestone.
  4. Click out of the field to save your changes.
To edit milestone details:
  1. Navigate to the Project Page.
  2. In the Milestones section, click the vertical ellipsis    icon next to the milestone you want to edit.

    edit-milestone.png
     
  3. The following components of a milestone can be edited:
    • Completion status:
    • Notification settings:
    • Baseline Date:
      1. To edit the baseline date, click Edit Baseline Date.
      2. Click into the field to select a new baseline date. 
      3. Click Save Changes.
    • Assignee:
      1. To edit the assignee, click Edit Assignee.
      2. Click the Milestones Assignee drop-down menu and select an assignee from the list.
        Note: If you want to remove an assignee from the milestone and not choose another assignee, select 'None' from the list. 
      3. Click Save Changes