To access this guide as a PDF click here: Enerflo-Guide_Admins-How-to-Create-or-Update-Your-Milestones.pdf
STEP 1
Navigate to Project Milestones in Settings.
Go to Your Roles > EPC > Settings > Project Milestones.
STEP 2
On the Project Milestones page, you’ll now see a list of your current milestones, including their sequence, customer visibility status, and notification settings.
To Edit an existing Milestone, click the Edit button in the Action column.
To create a New Milestone, click the + Milestone button.
STEP 3 - Milestone Settings
Each Milestone has 4 main Settings Groups.
Build each Milestone using the available settings.
General Settings
Customer Settings
Assigned Users Settings
Integration Mapping
Milestone: General Settings
Create or edit General Settings.
Title: Name of the milestone.
Sequence: Determines the display order of the milestone.
Estimated Completion Date: Optionally set an estimated date (can be left blank).
Description: A brief description that will appear in the customer's portal.
Project Action Group: Optionally associate the milestone with a project action group.
Milestone: Customer Settings
Create or edit Customer Settings.
Customer Portal Visibility: Toggle whether the milestone is visible to customers.
Customer Notifications: When set to yes, you’ll be able to create an email template that sends to the customer when the milestone is started. Use the dynamic replacements on the left hand column to populate data specific to the individual deal.
Milestone: Assigned User Settings
Create or edit Assigned User Settings.
Milestone User: Assign a specific user to the milestone. Only users with “Admin” or “Operations” roles will appear in the dropdown.
Notifications: Optionally notify the assigned user when the milestone’s start or completion date is set.
Reassignment: The assigned user can reassign the milestone to someone else, if needed.
Save your changes.
Milestone: Integration Mapping
External System ID: Map the milestone to an ID used by external software systems.
