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Query about PPM Milestone Functionality

edited May 5, 2020 8:28AM in Project Management 4 comments

Content

Hi,

We are using 20A (11.13.20.01.0).

I have been asked by a user if it is possible to add Events / Milestones against Projects, but which are not linked to either raising Revenue or Invoices.

These Events would be more like Milestones, but which are not linked to financial data as such - they are more like markers against Dates / Accounting Periods.

These might include, for example, "Instalment", "Actual", "Profile" and "Monitor".

They would almost be like reminders - then once loaded against a Project, the requirement is to use the Events (I am not sure if Event is the right terminology to use here) that we can use to write a report against Projects to act as a summary for the Project, so that we can see e.g. in Jun-20 we have an Instalment to do, then in Aug-20 we need to monitor the project, and so on.

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