Advance a Milestone to Done

Mark a milestone as done when the outcome it describes has been achieved.

Milestones do not advance automatically. You mark them done when you decide the outcome is complete. This is a deliberate checkpoint—before marking a milestone done, confirm that the outcome truly meets the standard you defined when you created it.

1. Click the Milestones tab.

2. Select the project from the dropdown.

3. Select the milestone in the list.

4. Click Edit Milestone.

5. Change the Status field to Done.

   Portfolio Manager records the completion date automatically.

6. Click Save.

   The milestone's status updates in the list. The project's milestone score component increases, which may change the project's overall health score and traffic-light status on the Dashboard.

After marking a milestone done, check whether any new milestones should be promoted from Backlog to Planned to maintain forward momentum.