Assigning Milestone Metrics to Planning Element Types

Milestones are project critical dates that Planners can select to display in Gantt views. These dates can include an element's gate dates, if the element is based on a gated class, and milestone dates, such as a product's launch date, that are assigned to the element type and designated as a milestone.

To assign a milestone metric to a planning element type:

1. From the Planning menu, select Planning Board.

2. Click the planning pad in the upper right corner of the page.

The planning pad element displayed shows the type of element that is created when you drag a planning element from the pad onto the Planning Board, and defaults to the last element type you selected to add to the board. The image above displays the default color and shape, and may be different than what is displayed in your Planning Board.

3. Click next to the planning element type to modify.
4. In the Metrics field, click next to the metric's name to indicate it is a milestone.

Current milestones are indicated with a .

If the element type does not contain the metric you want to flag as a milestone, click in the Metrics field and select the date metric to add it to the planning element.

Assigning a Shape to a Milestone Metric

Planners can customize the icon shape and color for milestone metrics, in order to highlight critical project dates. When included in a Gantt view. milestone dates are indicated by the icon assigned in the metric definition.

To define a shape for a milestone metric:

1. From the Planning menu, select Planning Board.

Milestone metrics can also be edited by navigating to Process > Configuration > Metrics, and selecting the metric to be modified.

2. Click the planning pad in the upper right corner of the page.

The planning pad element displayed shows the type of element that is created when you drag a planning element from the pad onto the Planning Board, and defaults to the last element type you selected to add to the board. The image above displays the default color and shape, and may be different than what is displayed in your Planning Board.

3. Click next to the planning element type to modify.
4. Click the name of the milestone metric to modify.

Current milestones are indicated with a .

5. Under the Available To Planning check box, select an icon from the drop-down list.

When displayed within a Gantt view, this icon that will represent the metric's value as defined in the corresponding project.

6. Click Update to save your changes.

Applying Colors to a Milestone Metric

In addition to selecting an icon to represent the milestone date when displayed in a planning view, Planners can further customize the milestone by adding a list metric to define the icon color based on the metric's value in the project.

Note:  Applying a color to a milestone icon is not required. If a list metric is not selected, or a value for this metric is not defined within the project, the icon will default to black.

To define a color for a milestone metric:

1. From the Planning menu, select Planning Board.

Milestone metrics can also be edited by navigating to Process > Configuration > Metrics, and selecting the metric to be modified.

2. Click the planning pad in the upper right corner of the page.

The planning pad element displayed shows the type of element that is created when you drag a planning element from the pad onto the Planning Board, and defaults to the last element type you selected to add to the board. The image above displays the default color and shape, and may be different than what is displayed in your Planning Board.

3. Click next to the planning element type to modify.
4. Click the name of the milestone metric to modify.

Current milestones are indicated with a .

5. In the Milestone Shape Color Metric drop-down list, select the metric that, when a value is applied within the project, defines the color of the milestone.
6. Click Update to save your changes.

Notes:    To show relationships between milestones, the start and end milestone metrics must first be set as visible in Roadmapping. Innovation Planning and Roadmapping are optional Accolade components that you may not have access to. To implement these solutions, contact Sopheon Customer Support.