Open navigation

Templatizing Milestones

Similar to the File Structure, you may manually enter (or import) milestones to a project that may serve as a template for creation of additional projects. If you are using the app ‘Portfolio Management’, copy of a project will in turn also copy the Milestones that have been created in that project to the new project.


Create Milestone records (typically with no dates listed) as a foundational template in your project, and use that project as a starting point to copy / initiative other projects. See the Milestone app article for additional guidance on creating Milestone records in a project.


NOTE: You may not ‘Copy’ a list of milestones from one project to another after that project has already been created – the structure must be copied as part of the project creation (Create from Template or Copy of an existing project). Many companies will create a ‘Template’ project with several items defaulted, including File Structure, that they utilize to initiate new projects moving forward to ensure consistency.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.