Milestones - PV Assisted Setup

Introduction

Milestones are used to mark important dates that enhance a company's scheduling capabilities. Examples include dates for paper delivery, sub-contracting work, customer proof approvals, and more.

Setup

Field	Description
Code	Generic code created for reference company mapping.
Text	Generic text created for reference company mapping.
Select	Check "Yes" to import this line into your company. Unselect to exclude it from import.
Own Code	Insert a code recognizable to users of your company when referencing Milestones.
Own Text	Insert text recognizable to users of your company when referencing Milestones.

By default, all Milestones are selected for import. To deselect Milestones, click the "Edit List" button at the top of the page and uncheck those you do not want to import. You can also deselect all Milestones by clicking the three dots (next to "Edit List") and selecting 'Deselect All.'

Steps

1. Select or deselect the Milestones as needed.
2. Make any necessary changes to the Own Code and Own Text fields.
3. Click "OK" at the bottom of the page to apply changes and exit.