You can control milestone behavior using the Milestone configuration groupA collection of configuration options contained in the configuration groups tab that defines behaviour of a FinancialForce PSA object or feature.. Use these settings to manage milestoneA fixed target, which when achieved, can be billed to the customer for a fixed fee or by logging time against it. behavior.
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Indicates whether milestoneA fixed target, which when achieved, can be billed to the customer for a fixed fee or by logging time against it. driven bill rates can be copied to a timecardA mechanism for logging time against a project or an assignment. when the Apply Default Bill Rate to Timecard option is selected on the Milestone fields. |
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Indicates whether users can edit the Milestone Cost and Log Milestone Cost As External fields after a milestone has been marked as billed or invoiced. |
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Indicates whether the Approver field on a milestone is updated when a user edits it. This configuration option is dependent on the AssignProjectManagerToMilestoneApprover configuration option in the ASM TriggersAutomated Services Manager Triggers. ASM triggers execute certain behavior in PSA. ASM triggers are controlled by the fields in the Triggers custom setting and the configuration options in the ASM configuration group. configuration groupA collection of configuration options contained in the configuration groups tab that defines behaviour of a FinancialForce PSA object or feature.. |
| auto-share-with-project-manager-user | Defines the level of sharing with the project manager for newly created milestones. You can choose from the values None, Read or Edit. The default value is None. |
| auto-share-with-project-resources | Defines the level of sharing with assigned project resources for newly created milestones. You can choose from the values None, Read or Edit. The default value is None. |