Creating a Milestone

Important dates such as project completion and delivery can be marked with a Milestone. It’s good practice to reserve Milestones for important dates, although they could be used to highlight anything of importance.A Milestone can be created anywhere on the project timeline by double-clicking in empty space in the timeline associated with the Project.Note: A Milestone must be within the project Start and End dates. Milestones will appear as a diamond-shaped icon and show on timelines in the Overview and Schedule views for each project.Tip: Milestones created from the timeline will appear at the root of the Project and also show as entries in the main Tasks page. Users will also see a list of Milestones in the ‘Upcoming dates’ section of the right menu in the My Tasks page.

Scenario: We would like to keep track of an important delivery date and ensure it’s aligned with the project phases. We would like to set a date to share the work in progress with the client on X date.

ACTIVITY: Let’s set our first milestone to represent a project delivery:

  1. Navigate to Overview, choose Projects in the left pane and select the Timeline view.

  2. To simplify the view by hiding Tasks in the timeline, click on Filters and under the Display heading toggle off Tasks.

  3. Double click in empty space related to the Project, but within the Project Start and End dates.

  4. Give the Milestone a name

  5. Select Type as Deliverable

  6. Select a Date and click Save

Creating a Calendar Event

Creating an Event in the Calendar represents a phase in your Project. They are typically big chunks of work that represents what needs to be done and which Group of users we intend to assign the work to. A Group can be a collection of people that share a discipline or skillset, for example, riggers, modelers and compositors.

Breaking down a project into high-level events helps to visualize the different phases of a project, and the type of resources needed to complete them.

The plan that you create can also act as a guide for when you schedule the Tasks of the Project.

Tasks don’t necessarily need to be tied to a Calendar Event so every minute detail doesn’t need to be represented by an Event at this stage of the early planning process.

Events can be grouped by a Type. An Event Type is a category of Calendar Events with common characteristics, such as animation, lighting, etc.

Scenario: We want to sketch out major phases of the project without being too granular. Before the milestone date, we would like to host a few feedback rounds with the client. We will now create a new event for the animation to be reviewed by the client with a date range.

ACTIVITY: Let’s add a new Calendar Event:

  1. From the same page (Overview > Projects> Timeline view), click and drag on empty space associated with the Project.

  2. Give the event a name

  3. Select the Type as Animation

  4. Click Save.

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