Overview

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Accountants Enterprise only

Use the Client page > Assignments tab to change or add milestone statuses.

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title	To add or change the status using the Client page > Assignments tab

Navigate to the Client page Client page > Assignments tab.
If necessary, right-click the table and select Show Preview Panel.
Highlight the job in the top panel.
Right-click the appropriate milestone in the Preview Panel.

Select a status. When you update a linked milestone in the Job Sheet homepage, the linked schedule stage is updated on the assignment schedule. The reverse is also true. If a linked assignment schedule stage is updated, the linked milestone on the Homepage will be updated.

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Because milestone statuses and assignment schedule stage statuses are only linked to the status options In progress, Complete, Problem and Risk, updating a linked schedule stage with a user-created task status will clear the status of the milestone on the Job Sheet Homepage.

Using the clear status option for a linked milestone on the Job Sheet homepage will set the linked assignment schedule stage to Not Started.