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Milestones are displayed on the Job Manager at the top right. They identify a discrete step in a project that highlights when a particular project goal has been reached. Milestones were included in the data converted from your MYOB AO Classic database. If you need to modify the milestone names to improve their readability in MYOB AO, update the Short Description field in the Maintenance > Maintenance Map > Milestones. | UI Text Box |
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| There is only one set of milestones for your practice — and the list of milestones is applicable to all jobs. If a milestone is not applicable to a certain job, the milestone still needs to be completed; otherwise your reporting will be inconsistent. |
Job milestone statusApplying a status to a milestone shows the current status and helps to easily identify the current state of a project.
You can apply milestone statuses in the Job Manager page or the Client page > Jobs tab. The status you can select are: | Status | Description |
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| In progress | If there are no problems with a milestone, it can be labelled as In progress which means that it is being worked on and is going according to schedule. | | Complete | If a milestone is finished it should be set to Complete. The complete date can then be used in reporting to see when milestones have been completed. Today’s date will be applied by default. | | Risk | If a milestone is running late or is in danger of missing the completion deadline, it can be placed at Risk. This would indicate that it needs some attention to ensure it can be bought back into line if possible. | | Problem | If there is a problem with a milestone it can be labelled with the Problem status. You can add explanatory comments to the cell if necessary. | | Clear Status | Removes any status from a milestone cell. |
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| title | How to To add/change a job milestone status via the Job Manager |
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| Right-click the milestone. Select the appropriate status from the right-click menu.
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| title | How to add/To change a job milestone status via the Client page > Jobs tab |
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| Highlight the job. In the bottom preview panel, right-click the appropriate milestone. Select the appropriate status from the right-click menu.
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| title | How to To clear the status of a job milestone on a jobstatus |
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| Right-click the appropriate milestone. Select Clear Status from the right-click menu.
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