How To Create a Milestone using Microsoft Project

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How To Add A milestone using Microsoft Project • What is a Milestone? • Project Milestones are tools used in project management to mark specific points along a project timeline in a Gantt chart view. A project management tool such as Microsoft Project will generate views and reports of milestones that help team members and even resource managers understand important events and/or goals. A milestone looks different in a Gantt Chart than regular project tasks in that they are represented by a black diamond. • These points may signal anchors such as a project start and end date, or a need for external review or input and budget checks. In many instances, milestones do not impact project duration. • Microsoft PPM • When using Microsoft Project Professional in conjunction with Microsoft Project Online, organizations have the ability to perform project portfolio management (PPM). Project management software of this type allows selection of portfolios that align with business objectives. The product also provides robust collaboration capabilities as well as advanced reports and dashboards with Power BI is added to the mix. • Step-by-step Adding Milestones • Before your project gets started, it is a very good idea to mark its major events/goals with milestones. • Creating a milestone with zero duration in Office 365 Microsoft Project • The fastest way to add a milestone in MS Project is to add a task with no duration to your project plan. • 1. Navigate to View, then in the Task Views group, click Gantt Chart. • 2. Type the name of your milestone in the first empty row or select a task you want to turn into a milestone. • 3. Type 0 in the Duration field, then press Enter. • The milestone symbol is now present in your Gantt Chart. • Add a milestone with a duration • Sometimes a milestone takes time. For example, the approval process at the end of a phase might take days or a week. That milestone would therefore need to take place over time like a normal task. • 1. Navigate to View, then in the Task Views group, click Gantt Chart. • 2. Type the name of your milestone in the first empty row or pick a task you want to turn into a milestone. • 3. Select the milestone, and then click the Task ribbon. In the Properties group, click View Task Information. • 4. Click the Advanced tab, and then type the duration of your milestone in the Duration box. • 5. Check the Mark task as milestone checkbox, and then click the OK button. • On the Gantt Chart, the milestone symbol appears on the last day of the task. It doesn’t appear as a bar, even though it has duration. • Add an external milestone • Sometimes a milestone may be affected by a task in an external project. • As we have in previous examples let's create a milestone in our external project to show when the activities have been completed. • 1. Type the name of the milestones in the first empty cell. • 2. Type 0 in the Duration Column. Also, make sure the milestone has a Task Predecessor. • Returning to our main project, we already have a task which incorporates all the activities of the Evaluation set of activities: Review and modify the strategic plan. We are going to link the milestone from our external project to this task. • Let's first open both projects in a blank project in order to create our external links. • 1. Save and close both projects • 2. Open a new, blank project • 3. Navigate to the Project ribbon, then in the Insert Group select Subproject. • 4. Here we select our external project. • 5. Select the Subproject button again • 6. Now we select our main project. • 7. Expand both projects. • Create the External link to the Milestone • 1. Select the milestone from the external project, hold down the control key then select the dependent task (Review and modify strategic plan) in the main project. • 2. In the Schedule group of the Task ribbon, select the Link the Selected Tasks button • We are also going to link the beginning of the tasks such that the external activities will start at the same time the dependent tasks in the main project start. • 1. Select the predecessor task in the main project. • 2. Select the first task in the external project. • 3. In the Schedule group of the Task ribbon, select the Link the Selected Tasks button • Related • https://integent.com/microsoft-projec... • https://integent.com/microsoft-projec... • https://integent.com/microsoft-projec... • https://integent.com/microsoft-projec... • https://integent.com/microsoft-projec... • https://integent.com/microsoft-projec... • https://integent.com/microsoft-projec... • https://integent.com/microsoft-projec...

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