Managing Deliverables and Milestones

Overview

The Overview's Deliverables (section 07) and Timeline & Milestones (section 08) record what you're handing over and the key dates the project works towards.

Deliverables

Things you'll produce for the client — for example concept boards, floor plans, a lighting plan, a final design package or an install binder. Open the project → Overview → Deliverables, click Edit and add them.

Timeline & Milestones

Major checkpoints — design sign-off, procurement complete, install day. Open Overview → Timeline, click Edit and add them.

Where else milestones appear

• In Tasks, a task with the Milestone type shows as a diamond on the Timeline. The Projects view shows each project's Next milestone.

• Milestones also appear on the Calendar's Milestones layer.

Best practices

• Keep dates current.

• Keep milestones separate from day-to-day tasks.

• Name them so the client would recognise them.

Related articles

• The Gantt (Timeline) view

• Understanding the Design Overview