Tracking milestones

Accountants Enterprise with Practice Manager only

When you add a new job to an assignment, the job will automatically be displayed on the Job Manager — Job Sheet and you will be able to maintain the milestones using the Job Manager — Job Sheet.

To track milestones against a schedule, link the milestones to the schedules stages. You can link schedule stages to milestones in two ways:

• Schedule template — Link the schedule stages to milestones when creating a schedule template for an assignment template using Maintenance > Assignment > Assignment Templates. When you add a new assignment to a client and a schedule template is attached to the assignment, the milestones will be available on the homepage.

• Assignment Details page > Schedule tab — Add or edit the milestones attached to schedule stages in the Assignment Details page > Schedules tab.

Create the milestones for the assignment type before you link schedule stages to milestones in a schedule template.

You cannot link a milestone to more than one schedule stage.

You do not have to link all milestones to schedule stages. You only need to link the schedule stages to milestones that you would like to track using the Job Manager — Job Sheet.