Managing Milestones in a Project
In Ediphi, as part of our ongoing efforts to improve the cost story of your projects and estimates, we’ve introduced a new way to create and manage Milestones within your projects. Below is a step-by-step guide to help you through the workflow.
In this article
Creating a Milestone
You can create Milestones either when Creating an Estimate, Duplicating an Estimate, or directly through the Manage Milestones workflow. This article focuses on the Manage Milestones method:
- In your project, click the 3 dots (ellipses) in the top-right corner next to the Create New button, then select Manage Milestones.
- Click + Add Milestone in the bottom-left corner. A new Milestone row will appear where you can fill out:
- Design Stage
- Milestone Name
- Start Date
- Description (optional)
- Once completed, click Save.
Editing a Milestone
- In your project, click the 3 dots (ellipses) in the top-right corner next to the Create New button, then select Manage Milestones.
- Within the Milestone list, double-click directly into any of the fields you’d like to update.
- Once completed, click Save.
Deleting a Milestone
- In your project, click the 3 dots (ellipses) in the top-right corner next to the Create New button, then select Manage Milestones.
- Right-click the Milestone you want to delete, then select Delete.
- A confirmation prompt will appear. Confirm by clicking Delete. Keep in mind:
- Deleting a Milestone removes it from all associated estimates.
- This action cannot be undone.
Note: The list of available Design Stages in the Manage Milestones modal is managed by your Admin and applies company-wide. If you'd like to request any changes, please reach out to your Admin.
Admins, see: Managing Design Stages.
Note: Only Global Admins and Project Owners have the ability to access the Manage Milestones modal. However, members with Estimate Write access have the ability to create, edit, and/or delete a Milestone within the Estimate List view.
If you have any questions, feel free to contact our support team and we'll be happy to help!