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Create a Milestone

Milestones represent a significant point in a project budget’s lifecycle, and is commonly associated with a specific design phase (Schematic Design, Design Documents, Construction Documents, etc).

You can view milestones by navigating to Milestones in the sidebar:

To create a new milestone, click New Milestone.

Next, select a point in your budget’s history to create your milestone from.

Select the budget phase and enter a date, description (if applicable), and include any relevant attachments. Click Create to create the milestone.

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Export a Milestone

To export a milestone budget, select the desired milestone, and click Export Budget.

The exported milestone can then be saved as a PDF.

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Edit a Milestone

To edit an existing milestone, click More, and select Edit.

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Delete a Milestone

To delete a milestone, click More, and select Delete.