[ADD] project/milestones: using project milestones

closes odoo/documentation#15258

Task-id: 3305827
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
This commit is contained in:
Zuzanna Luczynska
2025-11-13 15:00:40 +01:00
committed by xpl-odoo
parent e63b9a2fff
commit a0f0953112
4 changed files with 71 additions and 2 deletions

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@@ -156,4 +156,6 @@ You can also create your own buttons to access more specific views:
project_management/project_dashboard
project_management/project_profitability
project_management/project_milestones
project_management/project_templates

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@@ -67,8 +67,8 @@ The following smart buttons are displayed on the top right of the project dashbo
Milestones
----------
This section is only visible if :doc:`milestones </applications/sales/sales/invoicing/milestone>`
have been enabled in the project you're browsing: go to :guilabel:`Project`, click the
This section is only visible if :doc:`milestones <../project_management/project_milestones>` have
been enabled in the project you're browsing: go to :guilabel:`Project`, click the
:icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) icon on one of your projects, and click on
:guilabel:`Settings`. Click on the :guilabel:`Settings` tab, look for :guilabel:`Tasks Management`
and make sure :guilabel:`Milestones` is enabled.

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==================
Project milestones
==================
**Milestones** enable you to track ongoing project work by designating a sequence of key steps that
must be reached before the projects completion. Milestones are particularly useful in expensive,
long, or large-scale projects. They can be used purely for indicative purposes, as a way to ensure
that the project is completed in a timely manner.
Milestones can also be used as a basis for :doc:`invoicing the client </applications/sales/sales/invoicing/milestone>`.
This benefits both parties, as it ensures consistent cash flow for project funding and allows the
client to pay for the project in several installments.
Configuration
=============
Enable milestones for the desired project by opening the :guilabel:`Project` app, clicking the
:icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) on the projects card, and clicking
:guilabel:`Settings`. Under :guilabel:`Tasks Management`, enable :guilabel:`Milestones`.
.. note::
Milestones are automatically enabled for projects created from a sales order for a service
:doc:`invoiced by milestone </applications/sales/sales/invoicing/milestone>`.
Configure project milestones by clicking the :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`)
on the projects card and selecting :guilabel:`Milestones`. Create a milestone by clicking
:guilabel:`New`, entering the milestone's :guilabel:`Name`, selecting a :guilabel:`Deadline` if
desired, and clicking :guilabel:`Save`.
Add or remove options by clicking the :icon:`oi-settings-adjust` :guilabel:`sliders`. The following
options are relevant when using
:doc:`invoicing based on milestones </applications/sales/sales/invoicing/milestone>`:
- :guilabel:`Sales Order Item`: this field is filled in automatically with the Sales Order number.
- :guilabel:`Quantity (%)`: percentage of the ordered quantity that will automatically be delivered
on the sales order once the milestone is marked as reached.
Once milestones are configured, **you can link project tasks to milestones**. To do so, navigate to
the project you created the milestones in, then click one of the tasks to open it. Then, click the
:guilabel:`Milestone` field to open a drop-down menu. Select the desired milestone from the list.
Once all the tasks linked to the milestone are completed (marked as
:doc:`Done or Cancelled <../tasks/task_stages_statuses>`), the milestone will be automatically
marked as :guilabel:`Reached` in the :menuselection:`Project --> Settings --> Milestones`. You can
also check the :guilabel:`Reached` box manually whenever the milestone is reached. Manual checking
of the box will not impact the tasks linked to the milestone.
Using milestones
================
Odoo offers several ways to oversee the projects milestones and their relationship to ongoing
tasks.
In the **Gantt view**, a milestone is shown as a vertical line marked with a diamond shape,
displayed on the day of the milestones deadline. The line is color-coded in blue to indicate that
the milestone has not yet reached its deadline, or it has been marked as reached (in which case, a
check mark is displayed on the milestone). A milestone is color-coded in red if it has not been
reached by its deadline.
If a milestones deadline falls on the same day as the projects deadline, it is displayed with a
vertical line marked with a circle, and the same color coding principles as above apply.
Aside from the Gantt view, you can also create, edit, and mark milestones as reached from
:ref:`the project dashboard <project/project-dashboard/milestones>`.
.. image:: project_milestones/gantt-milestones.png
:alt: Project milestones in Gantt view.

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