Milestone Settings

Professional Services Cloud

You can control milestone behavior using the Milestone configuration groupClosed. Use these settings to manage milestoneClosed behavior.

Field Description
default timecard bill rate from milestone Indicates whether milestoneClosed driven bill rates can be copied to a timecardClosed when the Apply Default Bill Rate to Timecard option is selected on the Milestone fields.
milestone cost data editable after billing 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.
update-approver-on-edit 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 TriggersClosed configuration groupClosed.
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.
turn-off-task-time-roll-up-on-milestone Determines whether project task hours are rolled up on milestones. The default value is false.