How to capture Monitored Milestones

How to capture Monitored Milestones manually

  1. Log in to the HTML5 client.

  2. Select the Projects Center workspace and open the Project Card.

  3. Select the Task tab, Monitoring sub-tab.

  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. Any views of the Project Card and click on the Publish command in the main toolbar for the Milestones to be captured upon publishing the project.

    2. The Project Card, Overview tab, Status Reports sub-tab, and Submit a new report for the Milestones to be captured upon submitting a report.

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

Note

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