{"id":14232,"date":"2017-04-26T14:12:40","date_gmt":"2017-04-26T14:12:40","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=14232"},"modified":"2018-10-22T11:09:37","modified_gmt":"2018-10-22T11:09:37","slug":"benefit-of-using-milestones-in-project-plan","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/04\/26\/benefit-of-using-milestones-in-project-plan\/","title":{"rendered":"Benefit of Using Milestones in Project Plan"},"content":{"rendered":"<p>While creating a project plan, you will begin with mapping out various tasks, dependencies, Resources. While doing that, you need to remember about a very important component of any project plan: Milestones.<\/p>\n<p>First you need to understand the difference between <strong>Task<\/strong> and <strong>Milestone<\/strong>.<\/p>\n<ul>\n<li><strong>Task:<\/strong> A\u00a0<strong>Task<\/strong>\u00a0is an activity that team needs to accomplish in a defined time period. Task has a specific time duration set against each activity.<\/li>\n<li><strong>Milestones:<\/strong> Milestone allow for an additional level of control on the project for the project manager. A\u00a0milestone\u00a0is a reference point that marks a major event in a project and are means of grouping tasks which are related. After grouping of each task it helps project manager to identify the critical path for a given project, also is used to monitor the project&#8217;s progress. Any\u00a0task\u00a0with zero duration is automatically displayed as a\u00a0milestone.<\/li>\n<\/ul>\n<p><strong>Benefits of Milestones in Project Plan:<\/strong><\/p>\n<ol>\n<li>Monitor Deadlines<\/li>\n<li>Makes it easy to identify important dates<\/li>\n<li>Identify Critical path<\/li>\n<li>Identify Potential Bottleneck within the project<\/li>\n<\/ol>\n<p><strong><em>New Stuff: <\/em><\/strong><span style=\"color: #993300;\"><strong><em><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/04\/21\/migrate-opportunity-from-salesforce-to-sage-crm\/\">Migrate Opportunity from Salesforce to Sage CRM<\/a><\/em><\/strong><\/span><\/p>\n<p><strong>How to create a Milestone:<\/strong><br \/>\nFollow the below steps to create a Milestone,<br \/>\n<strong> A) New Project:<\/strong><\/p>\n<ol>\n<li>Create a Project within the Project Manager.<\/li>\n<li>Click on the Project Name, it will redirect you to Project Summary screen<\/li>\n<\/ol>\n<p><strong> B) Create a Milestone:<\/strong><\/p>\n<ul>\n<li>Within the Project summary, you will find Project Tasks Tab.<\/li>\n<li>Click on Project Tasks tab of the desired project.<\/li>\n<li>Click on New Task.<\/li>\n<li>Create a new task and set the \u2018Allocated\u2019 value to zero<\/li>\n<\/ul>\n<div id=\"attachment_14234\" style=\"width: 605px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/04\/2.jpg\"><img fetchpriority=\"high\" decoding=\"async\" aria-describedby=\"caption-attachment-14234\" class=\"size-large wp-image-14234\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/04\/2-1024x158.jpg\" alt=\"New Task\" width=\"595\" height=\"92\" \/><\/a><p id=\"caption-attachment-14234\" class=\"wp-caption-text\">Create a New Task<\/p><\/div>\n<ul>\n<li>Create a new task and set the \u2018Allocated\u2019 value to zero<\/li>\n<li>You also need to set the Due Date to a date after that of latest Task End Date in the logical group.<\/li>\n<\/ul>\n<div id=\"attachment_14235\" style=\"width: 605px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/04\/3.jpg\"><img decoding=\"async\" aria-describedby=\"caption-attachment-14235\" class=\"size-large wp-image-14235\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/04\/3-1024x405.jpg\" alt=\"Task Details\" width=\"595\" height=\"235\" \/><\/a><p id=\"caption-attachment-14235\" class=\"wp-caption-text\">Task Details Page<\/p><\/div>\n<ul>\n<li>Once saved a Milestone is created.<\/li>\n<li>\u00a0All the tasks with end date before the Milestone Check due date and tasks with after the start date of the milestone Check will be grouped together into this Milestone.<\/li>\n<li>You can now view all the grouped Task and Milestone by simply clicking on that Milestone check tab within the Project Summary screen.<\/li>\n<\/ul>\n<p><span style=\"color: #c71d22; font-size: 12pt;\"><strong>Features of Milestone Check<\/strong><\/span><\/p>\n<ul>\n<li>Milestone Check have a new feature is a set of &#8220;<strong>Task Management Buttons<\/strong>&#8221; on the right side of the each task. The first two of these allow to dynamic re-ordering of task and third one for insertion of new task.<\/li>\n<\/ul>\n<div id=\"attachment_14236\" style=\"width: 605px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/04\/4.jpg\"><img decoding=\"async\" aria-describedby=\"caption-attachment-14236\" class=\"size-large wp-image-14236\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/04\/4-1024x247.jpg\" alt=\"Task Management Buttons\" width=\"595\" height=\"144\" \/><\/a><p id=\"caption-attachment-14236\" class=\"wp-caption-text\">Milestone Check<\/p><\/div>\n<ul>\n<li>The check-boxes to the left of each task on the milestone screen allow you to mark tasks for completion or deletion and using the Delete Selected Task and Complete Selected Tasks button we can complete that activity.<\/li>\n<li>You can highlighted the high priority task in yellow color. To do this set the \u2018Priority\u2019 of the task to \u2018High\u2019 in the \u2018Task Summary\u2019 screen.<\/li>\n<li>When you enable the &#8220;Use Resource Factors in milestone Check&#8221; option available days becomes calculated fields.<\/li>\n<\/ul>\n<div id=\"attachment_14239\" style=\"width: 555px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/04\/5-1.jpg\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-14239\" class=\"size-full wp-image-14239\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/04\/5-1.jpg\" alt=\"Use Resource Factors in milestone Check\" width=\"545\" height=\"290\" \/><\/a><p id=\"caption-attachment-14239\" class=\"wp-caption-text\">Project Details<\/p><\/div>\n<div id=\"attachment_14238\" style=\"width: 605px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/04\/6.jpg\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-14238\" class=\"size-large wp-image-14238\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/04\/6-1024x67.jpg\" alt=\"Milestone Check\" width=\"595\" height=\"39\" \/><\/a><p id=\"caption-attachment-14238\" class=\"wp-caption-text\">Milestone Check<\/p><\/div>\n<p>You can see that calculated days on Milestone Check.<br \/>\nHope this will help you.<\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage Enterprise Management (Sage X3<\/a>),\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-crm-integration\">Sage Intacct<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\">Sage 100<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-500-erp-integration\">Sage 500<\/a>\u00a0and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\">Sage 300<\/a>).We also offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage ERP<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\">Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from <a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\">Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/business-manager\">Greytrix Business Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-project-manager\">Sage CRM Project Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-resource-planner\">Sage CRM Resource Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-contract-manager\">Sage CRM Contract Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-event-manager\">Sage CRM Event Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-budget-planner\">Sage CRM Budget Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/gmail-integration-for-sage-crm\">Gmail Integration<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-mobile-service-signature\">Sage CRM Mobile Service Signature<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-cti-framework\">Sage CRM CTI Framework<\/a>.<\/p>\n<p>Greytrix is a recognized <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a> for GUMU&#x2122; Sage Enterprise Management \u2013 Sage CRM integration also listed on <a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noopener\">Sage Marketplace<\/a>.<\/p>\n<p>For more information on our integration solutions, please contact us at\u00a0<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>While creating a project plan, you will begin with mapping out various tasks, dependencies, Resources. While doing that, you need to remember about a very important component of any project plan: Milestones. First you need to understand the difference between Task and Milestone. Task: A\u00a0Task\u00a0is an activity that team needs to accomplish in a defined\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/04\/26\/benefit-of-using-milestones-in-project-plan\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[332],"tags":[3707,2010],"class_list":["post-14232","post","type-post","status-publish","format-standard","hentry","category-sage-crm","tag-milestones-in-project-plan","tag-sage-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Benefit of Using Milestones in Project Plan - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/04\/26\/benefit-of-using-milestones-in-project-plan\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Benefit of Using Milestones in Project Plan - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"While creating a project plan, you will begin with mapping out various tasks, dependencies, Resources. 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