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Milestones

Milestones mark important dates and events in portfolio delivery. They represent specific points in a project that indicate a stage of development or mark important dates. Milestones act as signposts to track progress and communicate important events to teams and stakeholders.

Permission requirement: Creating and editing milestones requires Project Admin or Portfolio Manager permissions. All users can view milestones on roadmaps and boards.

Who Uses Milestones​

Milestones serve different purposes for various roles:

  • Portfolio Managers create milestones to mark strategic delivery targets and coordinate dependencies across programs.
  • Program Managers use milestones to track PI boundaries, program increment planning events, and cross-team synchronization points.
  • Product Owners reference milestones when planning releases and communicating delivery timelines to stakeholders.
  • Team Members view milestones to understand key deadlines and coordinate work with other teams.

Milestones support:

  • Track progress: Mark key stages of development and delivery
  • Communicate dates: Share important deadlines with teams and stakeholders
  • Coordinate dependencies: Highlight dates when teams need to sync
  • Plan events: Track trade shows, releases, and external commitments
  • Support SAFe: Mark PI milestones and program increment boundaries

Where Milestones Appear​

View milestones in multiple locations across Digital.ai Agility:

  • Roadmap Board View: Milestones appear in dedicated milestone boxes under date ranges
  • Roadmap Timeline View: Milestones display as markers on the timeline
  • Program Board: Milestones show program increment boundaries and key dates

Add a Milestone from Roadmap​

Create milestones directly on the roadmap using Board or Timeline views.

Add from Board View​

  1. Click the hamburger icon Hamburger icon > Portfolio > Roadmaps.
  2. Click the Board Board icon layout.
  3. Click the Add icon icon in the Milestone box under the desired date range.
  4. Enter the milestone title.
  5. Press Enter, Tab, or click another area to save.

Tip: Press Esc to cancel creation without saving.

Add from Timeline View​

  1. Click the hamburger icon Hamburger icon > Portfolio > Roadmaps.
  2. Click the Timeline Timeline icon layout.
  3. Double-click on the desired date at the top of the timeline view.
  4. Enter the milestone title.
  5. Press Enter, Tab, or click another area to save.

Tip: Press Esc to cancel creation without saving.

Add a Milestone from Sidebar​

Create milestones with detailed information using the sidebar creation dialog.

Create with Details​

  1. Click the + icon from the sidebar panel.
  2. Select Milestone from the menu.
  3. Provide the required details:
    • Milestone title: Enter a descriptive name for the milestone
    • Milestone date: Set the date for the milestone
    • Project: Select the project from the dropdown
    • Description: (Optional) Add context about the milestone
    • Change Comment: (Optional) Document why the milestone was created
  4. Click one of the save options:
    • Save: Save the milestone and return to the previous view
    • Save & New: Save and immediately create another milestone
    • Save & View: Save and open the milestone details page

Milestone Creation Tips​

  • Descriptive titles: Use clear names that communicate the milestone purpose
  • Appropriate dates: Set realistic dates based on delivery timelines
  • Add context: Include descriptions to explain milestone significance
  • Link to projects: Associate milestones with relevant projects for better visibility

Edit a Milestone​

Update milestone details to reflect changes in dates, titles, or descriptions.

  1. Navigate to the milestone you want to edit.
  2. Click Edit to open the milestone details.
  3. Update the required fields (title, date, project, description).
  4. Add a change comment to document the modification.
  5. Click Save to apply changes.

Delete a Milestone​

Remove milestones that are no longer needed while keeping them available for recovery if necessary.

Delete a Milestone​

  1. Navigate to the milestone you want to delete.
  2. Click the Edit dropdown menu in the top right corner.
  3. Select Delete from the dropdown menu.
  4. In the confirmation dialog, click Delete to confirm.

Milestone delete

Digital.ai Agility marks the milestone as deleted and adds "(Deleted)" to the title. The milestone remains accessible for recovery but no longer appears in roadmap views.

Restore a Deleted Milestone​

Recover deleted milestones to make them visible in roadmap views again.

Find a Deleted Milestone​

Locate deleted milestones using one of these methods:

  • MY RECENT CHANGES panel: Check the sidebar for recently deleted milestones
  • Direct navigation: Use the milestone URL or ID if you have it
  • Search: Use the search functionality to find the milestone by name or ID

MY RECENT CHANGES panel showing deleted assets

Restore the Milestone​

  1. Navigate to the deleted milestone (title shows "M-XXXXX (Deleted)").
  2. Click Undelete.

The milestone returns to active status and appears in all roadmap views.

Best Practices for Milestones​

Effective Milestone Planning​

  • Strategic alignment: Create milestones for events that align with strategic objectives
  • Clear naming: Use descriptive titles that communicate milestone purpose to all stakeholders
  • Realistic dates: Set achievable dates based on team capacity and dependencies
  • Appropriate granularity: Focus on significant events, not minor checkpoints
  • Regular review: Update milestone dates as project timelines change

Milestone Communication​

  • Visibility: Use roadmap views to share milestones with teams and stakeholders
  • Context: Add descriptions to explain milestone significance and requirements
  • Dependencies: Highlight milestones that require coordination across teams
  • Updates: Communicate changes to milestone dates promptly

Troubleshooting​

Why don't I see the option to create milestones?​

Creating milestones requires Project Admin or Portfolio Manager permissions. If you don't see the add milestone icon on roadmaps or the Milestone option in the sidebar creation menu, verify your permissions with your system administrator. Users with only view or edit permissions can see existing milestones but cannot create new ones.

Why doesn't my milestone appear on the roadmap?​

Verify the milestone date falls within the visible date range of your roadmap view. Use the date range selector to expand the view window if needed. Also confirm the milestone is assigned to a project included in your current roadmap scope or filters. Deleted milestones (showing "Deleted" in the title) do not appear on roadmaps until restored using the Undelete function.

Can I associate milestones with specific portfolio items or stories?​

Milestones represent dates and events at the project or portfolio level, not individual work items. They appear on roadmaps and program boards to mark important dates but don't have direct associations with specific portfolio items or stories. To connect work to milestones, schedule work items with due dates near the milestone date, or reference the milestone in work item descriptions. Consider using sprints or iterations for work-level time boundaries.

Why can't I recover a deleted milestone?​

Deleted milestones remain in the system and can be restored using the Undelete function. If you cannot find a deleted milestone, check the MY RECENT CHANGES panel in the sidebar for recently deleted items. You can also use search functionality to find milestones by name or ID. If the milestone doesn't appear anywhere, it may have been permanently deleted by a system administrator with advanced permissions, in which case recovery is not possible through standard user functions.