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Milestones

This feature is available in Ultimate edition only.

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Overview

For Product Owners and Program Managers who need to create, view, and present dates of interest, Milestones provide a flexible way to show important milestones to both external and internal audiences.

Following are the benefits of using Milestones:

  • Keep the team informed of an important date during your PI if your organization is utilizing SAFe.

  • Provide a reminder of important upcoming events such as trade shows.

  • Remind the team of important dates such as hardware and software teams coming together.

Adding Milestones In The Roadmap

You can access the Roadmap page by clicking Portfolio > Planning > Roadmap.

Board View

  1. Press the clipboard_e758cce8d911d739879ff679a093f113e.png icon in the Milestone box under the desired date range.
  2. Enter the Milestone Title.

Timeline View

  1. Double click on the desired date at the top of the timeline view. 
  2. Enter the Milestone Title.

Regardless of the Roadmap view, to save the new Milestone, press Enter or Tab or click on another area in the UI.

To cancel the creation of a new Milestone, press the Esc key.

Adding Milestones from the Sidebar

  1. Click the icon from the sidebar panel and click Milestone.
  2. Provide all the required details: 
    • Milestone title
    • Milestone date
    • Select the required project from the Project drop-down
    • Provide a description for your milestone
    • When you modify a milestone, you can add a comment about changes made in the Change Comment textbox
  3. Click one of the available Save Options: 
    • Save: to save your milestone
    • Save & New: to save the current milestone and create a new one
    • Save & View: to save and view the milestone you created

Locations for Viewing Milestones

  • Roadmap Board View
  • Roadmap Timeline View
  • Program Board