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View Milestones 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 view milestones 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. Depending on your notification settings, you can choose to receive email notifications before milestones approach. All additions and changes to milestones are noted in the Revision History log.

Things to Consider

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

Video

 
  

Steps

  1. Navigate to the Project Page.
  2. Scroll to the Milestones section.
  3. Milestones are shown on a timeline view to indicate project milestones in relation to one another.

    view-milestones.png

    You can see which milestones based on the following icons:

    green-checkmark-circle.png  Green checkmark circle: Indicates a milestone that has been completed on time.

    red-circle.png  Red circle: Indicates a milestone that has not been completed by the date set for the milestone.

    green-empty-circle.png  Green empty circle: Indicates a milestone that has not been completed, but the date has not passed.
     

  4. Optional: To view revision history for milestones, click the Show drop-down menu and select Revision History. See View Revision History for Milestones in Portfolio Financials.show-menu.png