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Practice Manager only

You can switch between date view and status view for milestones. Right-click the milestone and select or deselect the Use icons option.

When Use Icons is selected, the status of the milestone is displayed as an icon. If any comments are attached to the milestone, a red triangle is displayed in the top right hand corner of the cell.

To view milestone details, place your mouse cursor over the milestone icon. A pop-up window containing the detailed information is displayed.

When Use Icons is not selected the milestone dates display in different colours to indicate their status. Due Date can be set for all milestones (see Milestone due dates). Once a milestone has been marked as Complete, the Due Date is replaced by the Completed Date.

You can also place your cursor on these milestones to display their full details.

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Milestone statuses

Milestone comments

Milestone due dates

(AE Practice Manager) Updating milestones on job sheets

(AE) Adding/changing milestone statuses on jobs/schedules

(AE) Milestones (for Assignments)