Milestones in Roadmap and Their Statuses
Introduction
Understanding how milestones work in the Roadmap tab of a project helps users track progress clearly and manage planning effectively. This article explains how milestones appear in the roadmap, how to filter them using roadmap options, and what each milestone status means.
Target Audience
- User
Understanding Milestones in Roadmap, Gantt and WBS
Definition
In Easy8, the Roadmap project tab (module) provides an overview of a project’s milestones and their associated tasks. Users can:
- View a list of project milestones
- Control which milestones and tasks are shown using Roadmap options
- See only relevant data based on their current project phase or filter criteria
A milestone is a significant point in a project timeline that marks the completion of a major phase, a task or a set of tasks. You use milestones to track progress and to check that the project is on schedule. They serve as checkpoints for assessing the high-level status of the schedule and making adjustments. In WBS, Gantt and Roadmap, milestones are represented as dates or deadlines that need to be met.
In Easy8, milestones are typically used to group a set of tasks into a phase (or a version).
Roadmap Options
The Roadmap options button lets users filter the content shown under the Roadmap tab:
- Choose which milestones to display (open, completed)
- Manage milestones
- Select which tasks to show under each milestone
This works similarly to a filter. Users can, for example:
- Exclude completed milestones
- Hide tasks from subprojects
- Omit closed tasks or specific trackers
This ensures that the Roadmap view remains relevant and clear.
WBS Options
- In the WBS module, you can assign milestones to tasks or sets of tasks and divide them into phases.
- Assign the milestone to all relevant tasks and subtasks so that they are displayed correctly in the project Gantt.
Project Gantt Options
- When configured properly, milestones can form the top level of your project schedule, which you can expand into tasks and subtasks.
- You can filter the tasks displayed by milestone and by milestone attributes.
Global Gantt Options
- Open milestones are also shown in the Global Gantt under their project, if they are set up correctly.
Milestone Statuses
Each milestone can have one of the following statuses, which can be changed anytime in the milestone’s edit mode:
| Status | Description |
|---|---|
| Open | The milestone is active. Tasks can still be assigned to it. It appears in the roadmap. |
| Locked | The milestone appears in the roadmap, but tasks can no longer be assigned to it. |
| Closed | The milestone is finalized. It is no longer shown in the Roadmap or Gantt and does not accept tasks. |
Conclusion
Milestones in the roadmap are flexible and filterable, helping users manage progress across tasks and timelines. By using roadmap options and understanding milestone statuses, teams can ensure clarity and alignment throughout the project lifecycle.
