Customize milestone types

Unica Plan offers a set of default milestone types for use in project workflows. Users can select an option from the milestone type list when a workflow spreadsheet is in edit mode. You can also customize the milestone types.

The following options are supplied as milestone types.

  • Checkpoint
  • Meeting
  • Event
  • Drop Date
  • Job Completion
  • Job Start

You can customize the list of milestone types for your Unica Plan installation. Changes to the milestone type list affect every workflow on your system.

To customize the options that display, you select Settings > List Definitions and edit the Workflow Milestone Types list. For more information, see List definitions.

You can add a custom milestone type to set a target and forecast dates for all tasks in a workflow in a project template. To do this, create a milestone with code START. Then, create a project template. In the workflow of this template, assign one task with this milestone type. When you create and save a project with a target start date that uses this template, the task with the new milestone type copies the project start date as its own target start date as well as its forecast start date. These target and forecast dates are then rippled to all dependent tasks in the project.

The milestone type START can only be assigned to one task in a workflow.