================== Project milestones ================== **Milestones** enable you to track ongoing project work by designating a sequence of key steps that must be reached before the project’s completion. Milestones are particularly useful in expensive, long, or large-scale projects. They can be used purely for indicative purposes, as a way to ensure that the project is completed in a timely manner. Milestones can also be used as a basis for :doc:`invoicing the client `. This benefits both parties, as it ensures consistent cash flow for project funding and allows the client to pay for the project in several installments. Configuration ============= Enable milestones for the desired project by opening the :guilabel:`Project` app, clicking the :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) on the project’s card, and clicking :guilabel:`Settings`. Under :guilabel:`Tasks Management`, enable :guilabel:`Milestones`. .. note:: Milestones are automatically enabled for projects created from a sales order for a service :doc:`invoiced by milestone `. Configure project milestones by clicking the :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) on the project’s card and selecting :guilabel:`Milestones`. Create a milestone by clicking :guilabel:`New`, entering the milestone's :guilabel:`Name`, selecting a :guilabel:`Deadline` if desired, and clicking :guilabel:`Save`. Add or remove options by clicking the :icon:`oi-settings-adjust` :guilabel:`sliders`. The following options are relevant when using :doc:`invoicing based on milestones `: - :guilabel:`Sales Order Item`: this field is filled in automatically with the Sales Order number. - :guilabel:`Quantity (%)`: percentage of the ordered quantity that will automatically be delivered on the sales order once the milestone is marked as reached. Once milestones are configured, **you can link project tasks to milestones**. To do so, navigate to the project you created the milestones in, then click one of the tasks to open it. Then, click the :guilabel:`Milestone` field to open a drop-down menu. Select the desired milestone from the list. Once all the tasks linked to the milestone are completed (marked as :doc:`Done or Cancelled <../tasks/task_stages_statuses>`), the milestone will be automatically marked as :guilabel:`Reached` in the :menuselection:`Project --> Settings --> Milestones`. You can also check the :guilabel:`Reached` box manually whenever the milestone is reached. Manual checking of the box will not impact the tasks linked to the milestone. .. _project/project_milestones/using-milestones: Using milestones ================ Odoo offers several ways to oversee the project’s milestones and their relationship to ongoing tasks. In the **Gantt view**, a milestone is shown as a vertical line marked with a diamond shape, displayed on the day of the milestone’s deadline. The line is color-coded in blue to indicate that the milestone has not yet reached its deadline, or it has been marked as reached (in which case, a check mark is displayed on the milestone). A milestone is color-coded in red if it has not been reached by its deadline. If a milestone’s deadline falls on the same day as the project’s deadline, it is displayed with a vertical line marked with a circle, and the same color coding principles as above apply. Aside from the Gantt view, you can also create, edit, and mark milestones as reached from :ref:`the project dashboard `. .. image:: project_milestones/gantt-milestones.png :alt: Project milestones in Gantt view.