Create milestones for the action plan

Create milestones for the affected KPIs in the action plan.

Before you begin

Role required: sn_kpi.admin

Procedure

1. Navigate to the Action plan items tab of the action plan.
2. Select Create.
   The Crate new action plan item dialog box is displayed.
3. Select Milestone.
4. Select the affected KPI from the list of available KPIs.
5. Select Create.
6. In the form, fill in the required fields.

   Table 1. Create New Milestone form

   Field	Description
   Assigned to	User to whom the milestone tracking is assigned
   Due date	Target date for the milestone
   Short description	Brief description of the milestone
   Milestone details
   Milestone target value	The expected target value of the KPI for the milestone
   Milestone collection start date	Start date for the milestone collection
   Milestone collection end date	End date for the milestone collection

7. Select Save to create and save the new milestone.

Result

The milestones appear in the related list of the action plan.