How to Create a Milestone Report

Prerequisites:

Before creating a milestone report, please make sure the department, project, project status, staff and milestone have been created

To create a new department, please go to How to Create a New Department

To create a new project please go to How to Create a New Project

To create a new project status please go to How to Create a New Project Status

To create a new staff please go to How to Create a New Staff

To create a new milestone please go to How to Create a New Milestone

Step 1: Click on “Reports” tab on the top menu:

Step 2: Click “Milestone Report” option under “Reports” area

Step 3: Under “Milestone Report” area, select the options from the dropdown boxes. Click “Create PDF” button to generate the report to PDF format, or click “Create Excel” button to generate the report to Excel format.

Notes:

• The list of the project in the dropdown box will be auto populated depend on the department.