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Setting up milestones

Practice Manager only

In Australia, if you have converted from MYOB AO Classic then your Job Statuses were converted to steps during the installation of MYOB AO. You do not have to set them up before you start using them. This section only applies if you have not converted data from MYOB AO Classic, or if you were not using Job Statuses in MYOB AO Classic and you want to use them.

Milestones are maintained using Maintenance > Maintenance Map > Job Type > Milestones.

The standard milestones are shown below.

INSERTIMAGE AO-GS-Maint-Std-Milestones.png 

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.

To open the Milestones page

  1. Select Maintenance > Maintenance Map from the menu.

  2. Click Job Type on the Tasks bar.

  3. Click Milestones.


The Milestones page opens.

To add a milestone

  1. Enter the information in the blank row at the top of the table. Press [Tab] or [Enter] to move across the fields.


When all the required information is entered, the milestone will be saved into the table.

  1. Short Description (maximum 15 alphanumeric characters) — the short description is displayed on the Job Manager page.

  2. Description (maximum 50 alphanumeric characters) — the description is used in reports.

  3. Position of the milestone on the Job Manager page in order from left to right.


    4. For example, if you enter position 1 the milestone is displayed in the first column on the left.

  4. Click the Start Milestone checkbox if the milestone is to be used as the starting milestone.


    5. This will be the actual start date. You can have only one start milestone.

  5. Click the End Milestone checkbox if the milestone is to be used as the end milestone.


    6. The date this milestone is completed will be the actual end date. You can have only one end milestone and it should be the last milestone.

  6. Click the Show in Planner checkbox to display the milestone on the Job Manager page.


    7. If the checkbox is not selected, the milestone will not be displayed on the Job Manager page.

  7. Click OK.


The changes are saved and the Milestones page closes.

You will need to exit MYOB AO and come back in again before the changes will be visible on the Job Manager page.

To use reporting on milestones, a start milestone and an end milestone must be flagged for each job. A job is started when the status of the start milestone is set to Complete. A job has ended when the status of the end milestone is set to Complete. When the status of the end milestone is set to Complete, the job will no longer be displayed on the Job Manager page. 

To edit a milestone

  1. Click the field and edit the text to modify an existing milestone.

  2. Click OK.


The changes are saved and the Milestones page closes.

To delete a milestone

You can only delete milestones that have not been used.

  1. Click the far left column of the row containing the milestone you want to delete to highlight it.

  2. Press [Delete].


    3. A confirmation message displays.

  3. Click Yes.


    4. The milestone is deleted from the table.

  4. Click OK.


The changes are saved and the Milestones page closes.
Related topics
practiceSolutionsHelp
Accountants and Partners
Practice Manager
AE Practice Manager (AU)
AE Practice Manager (NZ)
AO Practice Manager (AU)
AO Practice Manager (NZ)
Australia
New Zealand

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