✔ Available
on Deliver, Grow, and Scale subscriptions 1
Within Teamwork.com, you can use the
planned versus actual milestones report to
review the actual status of milestones across
your projects compared with how they were
originally planned.
Note: The planned vs actual
milestones report is accessible to site
administrators and users
with project admin
permissions on at least
one
project.
Click the More option in the
main navigation menu on
the left of your site and
select Reports from
the pop-out
menu.
In the reports
gallery, select
the Planned
vs
Actual tile from
the Teamwork.com
Reports section.
At the top of the report, use the toggle
option to switch to the Milestones view.
In the report, you will see a series of
columns highlighting important properties
for each milestone.
When viewing the report, site
administrators will see milestones across
all projects on your site. Project
administrators will only see milestones
from projects where they are an
admin.
Using the date range dropdown
in the top right, you can refine the
report based on week, month, quarter, or a
custom date range.
Use the arrows to the left of the
current timeframe noted in the top left of the
report to move to the previous or next time
period.
Milestone
Clicking the milestone name will
open a quick view on the right detailing the
milestone and corresponding edit
options.
You can also use the checkmark to
the left of the milestone name to complete or
reopen the milestone.
Assignee
Displays the avatars of the user(s)
responsible for the milestone. Hovering over
an avatar will show the user's name.
Project
Clicking the associated project name
will open a quick view of the project summary
on the right. To go directly to the project,
you can click the project name at the top of
the quick view.
Task Lists
Any task lists associated with the
milestone will be listed. When multiple task
lists are attached, you can hover over the
field to view the remaining task
lists. Hovering over a milestone with no
task lists currently linked will display an
option to attach task lists.
Clicking the task lists field will
open a
quick view displaying the task list(s) and
corresponding tasks.
% Tasks Completed
The percentage of completed tasks
within the task lists associated with the
milestone. Clicking the percentage field will
open a quick view showing the task list(s) and
associated tasks.
Original due date
The original due date set when the
milestone was first created.
Current due date
The current due date set for the
milestone. Hovering hover the current due date
will reveal an edit pencil to update the due
date. Clicking this will open a date
picker.
Status
Displays the milestone's status and
corresponding number of days remaining or
passed the due date:
- Upcoming - milestone's due date is in the
future.
- Late - milestone's due date is in the
past.
- Completed on x date - milestone has been
marked as complete.
Last updated
The date the milestone was last
updated. Hovering over the milestone will show
you the corresponding recent update. Depending
on your subscription plan, clicking the last
updated field will open a quick view detailing
the milestone's change history.
Note: Milestone change
history is available on per-user Premium/Grow
subscriptions and above.
You can also hover over the last
updated date for a milestone to see the most
recent change made to the milestone.
Difference from original due
date
Shows the variance from the
milestone's original due date when it was
first created versus the date it is currently
scheduled for completion.
- If the milestone status is incomplete, the
variance is the difference between the
original due date and current due
date.
- If the milestone status is complete, the
variance is the difference between the
original due date and the date it was
completed.
Column
options
Column options
Click
the plus
icon in
the top
right of the
report and use
the toggles in
the dropdown
menu to show
or hide
relevant
columns.
You can also
customize the order of
the columns in the
table by clicking and
dragging a column
heading to a new
position in the
report.
Sorting
options
You can quickly sort the
report based on a specific
column by clicking the column
heading. Clicking multiple
times will switch the sorting
between ascending and
descending order.
Filter options
In the top right of the report area,
you can use the search field to locate
a specific milestone or assignee. You
can toggle to view milestones assigned
to you, or everyone's milestones using
the view toggle.
Using
the date range option, you
can apply a range for the
report such as week,
month, quarter, or custom
range.
Further filter options allow you to
filter by:
- Teams
- Companies
- Projects
- Milestones: all, upcoming,
late
- Include completed milestones -
use the checkbox to include or
exclude completed
milestones.
To remove your current filter selections,
click Clear
all.
You can use the Save
Filter button to save the
filtered view you are currently using.
Once you give the filter a name, press Enter / Return on your
keyboard to save
the filter. You can also access your
existing saved
filters via
the Saved
filters button in the bottom
left of the filter options dropdown.
Clicking a saved filter will apply it to
the report.
Export
Using the export option in the
top
right of the milestones report area, you
can
download a copy of the report in PDF, CSV,
or Excel format.
Note: Accounts
on Grow and Scale subscription
plans will have an additional
option
to export to Google
Sheets.
Returning to the reports
gallery
You can exit the report and return to the
reports gallery by clicking the Back to
reports link in the top
left.
For more information, see: Using the Planned vs
Actual Tasks Report
1. Also available on legacy subscriptions: Pro, Premium, Enterprise.