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Configure Strategic Management Milestones

Summary

This article provides instructions on the steps to configure strategic management milestones. 

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You are viewing content for Planview® Enterprise One release – Portfolio and Resource Management.

Overview

Strategic Milestones are configured in the same way as other alternate structures. 

Keystroke Steps

  1. Administration > Attributes and Column Sets > Alternate Structures.
  2. On the Row Milestone Type (MlsTpStrat) > select (definition) > select options > Save
  3. On the same row, select (Display Settings) > select options > Save
  4. Select the link Milestone Type (MlsTpStrat) > select a milestone name to edit that name. Then select the (insert) link to insert an additional milestone name. 
  5. On the same row, select (charting) (Figure 1). 
    1. In the Basic Section, choose a default color and shape. 
    2. In the next section, for each attribute value, type a short name, then choose a color and shape to use on the Roadmap. 
    3. Select Save
  1. Administration > Attributes and Column Sets > Manage Attributes.
  2. On the Row Milestone Type (MlsTpStrat) > select 4aa. Icon three dots gray.png, then Definition > select options > Save
  3. On the same row, select 4aa. Icon three dots gray.png, then select Display Settings > select options > Save
  4. On the same row, select 4aa. Icon three dots gray.png, then select Edit Attribute. Then select a milestone name to edit that name. Then select the (insert) link to insert an additional milestone name. 
  5. On the same row, select 4aa. Icon three dots gray.png, then Charting (Figure 1). 
    1. In the Basic Section, choose a default color and shape. 
    2. In the next section, for each attribute value, type a short name, then choose a color and shape to use on the Roadmap. 
    3. Select Save

 

 

100a. Admin Edit Charting.png

Figure 1: Edit Charting Options for Milestone Type