Linking Milestones to Assignments

You can link one or more assignments to a milestone. You can also unlink assignments from a milestone.

Linking Assignments

To use the PSA Link Milestone To Assignments Lightning component, you must add it to your Milestone Lightning record page. For information, see "Lightning App Builder" in the Salesforce Help.

Note:

  • Record names are displayed in alphabetically ascending order in the lookups where you select the assignments.

  • Your administrator can set the maximum number of assignments that can be linked by using the Link Assignments to Milestone Limit field in Assignment Settings.

For the permissions you require to access and use the PSA Link Milestone To Assignments Lightning component, see Milestone Lightning Record Page Linking Permissions.

To link one or more assignments to a milestone:

  1. Display the milestone record page you want to link assignments to.
  2. Navigate to the Assignments Linked To Milestone section. If you are using our default page layout, this section is on the Linked Assignments tab.
  3. Click Link Assignments on the Assignments Linked To Milestone section. A list of available assignments not yet linked to the milestone are displayed in the Link Assignments window.
  4. In the Link Assignments window, select the checkboxes of the assignments that you want to link to the milestone.
  5. Click Save. A confirmation message confirms that the linking was successful.

Unlinking Assignments

To unlink one or more assignments from a milestone:

  1. Display the Milestone record page you want to unlink assignments from.
  2. Navigate to the Assignments Linked to Milestone section. If you are using our default page layout, this section is on the Linked Assignments tab.
  3. On the Assignments Linked to Milestone section, select the assignments you want to unlink.
  4. Click Unlink Assignments. A confirmation message confirms that the unlinking was successful.
Note:

Your administrator can set the maximum number of assignments that can be unlinked by using the Unlink Assignments to Milestone Limit field in Assignment Settings.

Linking Assignments Using the Link Milestone to Assignments Page

To link a milestone with assignments on the Link Milestone to Assignments page:

  1. Do one of the following:

    • Click Link to Assignments on the Milestone Detail page of the milestone to which you want to link assignments.
    • Click New Milestone Assignment in the Assignment Milestones related list in the Milestone Detail page of the milestone that you want to associate with an assignment.
  2. Select the checkbox of the assignments that you want to associate with the milestone.
  3. If you want to remove an association with an assignment, clear the checkbox of that assignment.
  4. Click Done.
  5. If there are unsaved changes, a confirmation popup appears. To save your changes and return to the Milestone Detail page, click Save and Continue. To discard your changes and return to the Milestone Detail page, click Continue without Saving.