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Mark a Milestone as Complete in Portfolio Financials

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 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 mark a milestone as complete 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. 

Video

 
  

Steps

  1. Navigate to the Project Page.
  2. In the Milestones section, choose one of the following options:
    • Click the empty circle next to the milestone you want to mark as complete.

      mark-complete-circle.png
      OR
       
    • Click the vertical ellipsis  icon-ellipsis-options-menu.png  icon next to the milestone you want to mark as complete and select Mark Complete.
      mark-complete.png
  3. In the 'Mark Milestone Complete' window, confirm the date that the milestone was completed:
    • Baseline Date: Select if the milestone was completed on the baseline date. 
    • Forecast Date: Select if the milestone was completed on the forecast date. 
    • Today: Select if the milestone was completed today.
    • Other Date: Click if the milestone was completed on another day, then select that date from the calendar. 
  4. Click Mark Complete.