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Milestone Fields

Here is a description of the fields on a milestone record.

Key: * – Mandatory field.

Field		Description
Actual Date		Actual date of completion. Must be completed before you can include the milestone in financials.
Admin Global Edit		Indicates whether the changes are to be made globally. This includes changes to the Milestone's Project, Resource, 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 that the milestone 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. Note We recommend that you include audit notes for every business transaction.
Bill Date		Bill date for the milestone.
Bill Transaction		Transaction ID for the billing event 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 that 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 that expenses may no longer be entered for the milestone.
Closed for Time Entry		Indicates that timecards may no longer be entered for the milestone.
Cost Transaction		Transaction ID for the cost associated with the milestone.
Currency	*	Currency of 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 that you want to include this milestone 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 that 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. Note FinancialForce PSA does not roll up the cost amount unless Log Milestone Cost as External is selected.
Milestone Name	*	Name of this milestone, such as Requirements Document Draft 1. Must be unique.
Override Project Region/Practice/Group		Overrides the Region/Practice/Group to which the transactions on a miscellaneous adjustment roll up to for Region/Practice/Group actuals.
Override Project Region/Practice/Group Currency Code		Currency code of the currency selected on the Override Project Region/Practice/Group.
Planned Hours		Total number of planned hours from all resources for this milestone. 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 that 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

Note

The Milestone Bill Rates and Assignment Bill Rates are always in the project currency. 

Milestone Totals

All read-only.

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