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Planview Customer Success Center

Managing Milestones

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You can edit just the name and date of a milestone directly in the timeline, or you can edit all of the milestone details or delete the milestone in the roadmap settings.

To edit a milestone name or date directly in the timeline

  1. In the roadmap timeline, click the milestone. The milestone date and name appear at the top of the timeline.
  2. Click the edit icon. 
    MilestoneInTimeline.png
  3. In the dialog that appears, edit the date and/or name and then click Save.

To edit a milestone

  1. Click ellipsis_CC.png > Configuration. The Roadmap configuration dialog appears.
  2. Click the Milestones tab.
  3. Edit the milestone details as required. 
  4. To change the color, click the colored square and then select the new color.
  5. Click Save.

To delete a milestone

  1. Click ellipsis_CC.png > Configuration. The Roadmap configuration dialog appears.
  2. Click the Milestones tab.
  3. Click Save.