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Procore (en-CA)

Mark a Milestone as Complete 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 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. 

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 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.