How to capture Monitored Milestones

How to capture Monitored Milestones manually

  1. Log in to the HTML5 client.

  2. Select the Administration workspace, Monitoring tab.

  3. Select a project in the Project Data Selector.

  4. In the Milestone Trend Analysis sub-tab, click on the Capture (Snapshot) command.

Note

You can review the captured items by going to the Data Points sub-tab.

How to capture Monitored Milestones automatically

Depending on the options set by your Administrator, Monitored Milestones can be captured automatically upon performing a specific action:

  1. Log in to the HTML5 client.

  2. Go to:

    1. The Home Page workspace and click on the Publish command in the main toolbar for the Milestones to be captured upon publishing the project.

    2. The Home Page workspace, Status Reports tab, and Submit a new report for the Milestones to be captured upon submitting a report.

    3. The Work workspace, Phases & Gates tab, and approve a Gate for the Milestones to be captured upon approving a Gate.

Note

The Monitoring tab, Data Points sub-tab indicates how data was captured in the Type column.