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.

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:

1. In your project, click the ellipsis menu (⋯) in the top right corner next to the Create New button, then select Manage Milestones.

2. 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)

3. Once completed, click Save.

Editing a Milestone

1. Open your project, click the ellipsis menu (⋯), and select Manage Milestones.

2. In the Milestone list, click directly into the fields you’d like to update — including Design Stage, Name, Start Date, or Description.

3. Click Save when you’re done editing.

Deleting a Milestone

1. From your project, go to the ellipsis menu (⋯) and choose Manage Milestones.

2. Right-click the Milestone you want to delete, then select Delete.

A confirmation prompt will appear. Keep in mind:

• Deleting a Milestone removes it from all associated estimates.

• This action cannot be undone.

  Confirm by clicking Delete.

If you have any questions, feel free to contact our support team and we'll be happy to help!