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Planview Customer Success Center

Non-Labor on Milestones

What's New?

Non-labor resources can now be added on the Milestone level. This is a popular request from customers starting to use Financial Planning.

Note: This capability is available to organizations who have already enabled "Financial Planning" in System Settings > Budget Management.

Benefits

Many organizations plan Project spend at the Milestone (Phase) level to give greater accuracy than planning at Project level, but without having to plan at granular per-task spend.

How it works

Exactly the same as adding NLR on project level.

Add timephased Non-Labor costs, forecasts and actuals to Milestones.

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In Summary mode, in addition to viewing the Summary on the project level, you can now select a Milestone and view the Milestone and any tasks this NLR is added to.

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Labor on Milestones?

Since labor cannot be added on the Milestone level and is not aggregated there per resource, the Labor resource panel will be always empty when a Milestone is selected in Project hierarchy tree