Setting up Goals

Not all models support milestones, but if yours does, you will see a Milestones pane on the first page of the project wizard. The Milestones pane is where you can see the existing milestones for a project, with their associated goals and dates.

The Milestones pane in the project wizard

In the example above, our model defines 5 milestones (SPRINT1 to SPRINT5) for the lifecycle of our project.

Each milestone has a set date and defines goals for the following key performance indicators in our project:

The Milestones pane allows you to change the dates and goals for your project. If a milestone is optional and is not relevant for your project, you can remove it by clicking the x next to its name. This is possible for all the milestones in our example above. By clicking the + icon to the right of the last milestone, you can create a new milestone for the project and define your own goals. You can also add a new goal for your project by selecting a metric from the list at the bottom of the table and clicking the + icon.

When you are satistied with the milestones set for your project, click the Next button to continue with the creation of the project.

Goals and dates can be modified every time you create a new version of the project if you decide that your schedule slips. Goals and dates are versioned, so your dashboard can always show you when in the timeline of your project you decided to change your milestones.