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Administrator Guide
Last Updated: 2024-05-17
Create Milestone Templates

Create Milestone Templates

Create sourcing projects and configure
Project Types
.
You can create
Milestone Templates
 to enable you to configure
Milestones
 for any
Project Type
 on the
Pipeline
 dashboard.
  1. Access
    Settings
    Customize Projects
    .
    To create contract milestone template, access
    Settings
    Customize Contracts
    .
  2. Select a project or contract type that you want to add a milestone to.
  3. In the
    Milestone Template
     section, enter a
    Milestone Name
     and click
    Add
    .
You can use the template for all future milestones in the project or contract type.