Create Document Milestone Template
Explanation
Use this activity to create a document milestone template.
Milestones indicate progress in the development of a document and are used with document packages. You can change the progress of a milestone even if it is
used by a document in a package. If a milestones progress is changed, the
progress of the documents that use the milestone, including their latest
revisions, also change.
Each milestone is treated separately even when several
milestones in a profile are modified at once.
Prerequisites
- The progress and duration values for the milestone must be between 0% and
100%.
- The duration must increase in step with the progress.
System Effects
- Milestones are created.
- Relative progress is calculated. Progress percentage should increase
and duration percentage should decrease.
- Milestone steps are sorted on percentage progress, not on the step ID.
- Defined milestones are available in the List of Values where
milestones are applicable.
Window
Document
Basic
Related Window Descriptions
Document Basic
Document Basic/Document Milestone
Template
Procedure
- Open the
Document Basic window and click the
Document
Milestone Template tab.
- Click New to enable the creation of a template name.
- Enter a template ID in the Milestone Template field. This field is
required and accepts a maximum of 10 characters.
- Enter a description of your template in the Templ Description
field. This field is required and accepts a maximum of 180 characters.
- Click Save.
- Click in the table and click New to enable creation of a
milestone.
- In the Milestone Number field, enter a value. You can enter
up to five characters.
- In the Description field, enter the description of the milestone
step.
- In the Cumulative Progress field, enter the estimated percent of
total work that will be performed when the milestone is reached.
- In the Cumulative Duration field, enter the estimated percent of
total hours that will be performed when the milestone is reached.
- Click Save. A value for the Relative Progress field is
automatically calculated.
- Repeat steps 6-10 to define another milestone for your template.
Note: The values for the Cumulative Progress and Cumulative
Duration fields in your template can be adjusted as required.