Here is a description of the fields on a milestoneA fixed target, which when achieved, can be billed to the customer for a fixed fee or by logging time against it. record..
Key: * – Mandatory field.
| Field | Description | |
|---|---|---|
| Actual Date | Actual date of completion. Must be completed before you can include the milestoneA fixed target, which when achieved, can be billed to the customer for a fixed fee or by logging time against it. in financials. | |
| Admin Global Edit | Indicates whether the changes are to be made globally. This includes changes to the milestone's projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets., resourceA contact that works on a project., currency, and date regardless of whether Include in Financials is selected. To use this option, set Actuals Calculation Mode to Scheduled. | |
| Apply Default Bill Rate to Timecard | Indicates whether the value in the Default Bill Rate field is copied to child timecards when the Default Timecard Bill Rate from Milestone configuration option is set to true. | |
| Approved | Indicates approval. Used in conjunction with Status field. | |
| Approved for Billing | Indicates whether the milestoneA fixed target, which when achieved, can be billed to the customer for a fixed fee or by logging time against it. is approved for billing. | |
| Approved for Vendor Payment | Indicates whether it's OK to send an invoice to a vendor when invoicing costs for external resources. | |
| Approver | Lookup to approval authority contact, usually a customer or partner. | |
| Audit Notes | Audit notes for the business transaction. | |
| Bill Date | Bill date for the milestone. | |
| Bill Transaction | Transaction ID for the billing eventA means of generating billing information that can be fed into a financial system related to the milestone | |
| Billed | Indicates this milestone has been included in a billing eventA means of generating billing information that can be fed into a financial system. | |
| Billing Event Item | Lookup to the related billing event. | |
| Billing Hold | Indicates whether billing for the milestone is on hold. When selected, the milestone cannot be billed and is not included when generating billing events. | |
| Closed for Expense Entry | Indicates whether expenses can no longer be entered for the milestone. | |
| Closed for Time Entry | Indicates whether timecards can no longer be entered for the milestone. | |
| Cost Transaction | Transaction ID for the cost associated with the milestone. | |
| Default Bill Rate | The Bill Rate to be copied to child timecards when PSA is configured to do so. | |
| Default Bill Rate is Daily Rate | Indicates whether the Default Bill Rate is a daily rate rather than an hourly rate. | |
| Description | Description of the milestone. | |
| Estimated Time To Completion | Estimated number of resource hours to complete the milestone. | |
| Exclude from Billing | Indicates whether the business record is to be excluded from billing. You can override this setting on child objects such as timecard splits and expenses. | |
| Include In Financials | Indicates whether the milestone is to be included in project and RPGAbbreviation of region, practice, group. actuals. | |
| Invoice Date | Invoice date for the milestone. | |
| Invoice Number | Number of the related invoice. | |
| Invoice Transaction | The transaction ID of the invoice associated with the milestone. | |
| Invoiced | Indicates this milestone has been invoiced. | |
| Log Milestone Cost As External | Indicates whether the costs should be logged as external, such as for external resources working on the milestone. | |
| Milestone Amount | * | Amount you will bill for achievement of this milestone. |
| Milestone Cost | Estimated cost of the milestone, based on resource cost. | |
| Milestone Name | * | Name of this milestone, such as Requirements Document Draft 1. Must be unique. |
| Override Project Region/Practice/Group | Overrides the regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects./practiceA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects./groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. to which the transactions on a miscellaneous adjustmentA catch-all business record that allows you to correct data entry errors or adjust transactions. roll-upTerm used to describe how a lower level figure or transaction is included in a higher level transaction or calculation. to for region/practice/group actualsTotals for a given time period.. | |
| Override Project Region/Practice/Group Currency Code | Currency code of the currency selected on the Override projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets./regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects./practiceA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects./groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects.. | |
| Planned Hours | Total number of planned hours from all resources for this milestoneA fixed target, which when achieved, can be billed to the customer for a fixed fee or by logging time against it.. This field exists on projects, assignments and milestones and is for simple planning purposes. | |
| Project | * | Lookup to the related project. |
| Requires Customer Sign-off | Indicates whether this milestone requires customer sign-off. | |
| Status | The status of the milestone. You can set this to Planned, Open, Approved or Canceled. The Milestone must be set to Approved to be able to invoice. | |
| Target Date | * | Target date for completion of the milestone. |
| Transaction | Transaction ID for the Milestone |
All read-only.
Key: Number preceding the comma represents the length of the field. Number after the comma represents the number of decimal places.
| Field | Description | |
|---|---|---|
| Billable Hours Submitted | 12,2 | Number of billable hours logged against the milestone. |
| Billable Days Submitted | 10,0 | Number of billable days logged against the milestone. |
| Non-Billable Hours Submitted | 12,2 | Number of non-billable hours logged against the milestone. |
| Non-Billable Days Submitted | 10,0 | Number of non-billable days logged against the milestone. |
| Billable Amount Submitted | Currency value of billable hours logged against the milestone. | |
| Billable Expenses Submitted | Pass-through billable expenses logged against the milestone. | |
| Non-Billable Expenses Submitted | Non-billable expenses logged against the milestone. | |
| Billable Hours In Financials | 12,2 | Number of billable hours logged against the milestone that can be viewed in project and RPGAbbreviation of region, practice, group. actuals. |
| Billable Days In Financials | 10,0 | Number of billable days logged against the milestone that can be viewed in project and RPG actuals. |
| Non-Billable Hours In Financials | 12,2 | Number of non-billable hours logged against the milestone that can be viewed in project and RPG actuals. |
| Non-Billable Days In Financials | 10,0 | Number of non-billable days logged against the milestone that can be viewed in project and RPG actuals. |
| Billable Amount In Financials | Currency value of billable hours logged against the milestone that can be viewed in project and RPG actuals. | |
| Billable Expenses In Financials | Pass-through billable expenses logged against the milestone that can be viewed in project and RPG actuals. | |
| Non-Billable Expenses In Financials | Non-billable expenses logged against the milestone that can be viewed in project and RPG actuals. | |
| Timecard External Costs In Financials | External timecard costs logged against the milestone that can be viewed in project and RPG actuals. | |
| Timecard External Costs Submitted | External timecard costs logged against the milestone. | |
| Timecard Internal Costs In Financials | Internal timecard costs logged against the milestone that can be viewed in project and RPG actuals. | |
| Timecard Internal Costs Submitted | Internal timecard costs logged against the milestone. | |
| Total Points from Tasks | 14,2 | Total of points on all project tasks rolled-up from the project. |
| Total Completed Points from Tasks | 14,2 | Total of points on completed project tasks rolled-up from the project. |
| Total Number of Tasks | 12,0 | Total number of project tasks rolled-up from the project. |
| Total Number of Completed Tasks | 12,0 | Total number of completed project tasks rolled-up from the project. |
Concept Information
Related Tasks
Entering Time and Expenses Against a Milestone