Within Teamwork, 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.
The Reports area is accessible to site administrators and users with project admin permissions on at least one project. Site administrators will see all projects, while project administrators will only see projects where they are an admin.
Note: The planned versus actual milestones report is available on paid per-user subscriptions.
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 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.
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.
Displays the avatars of the user(s) responsible for the milestone. Hovering over an avatar will show the user's name.
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.
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.
Displays the milestone's status and corresponding number of days remaining or passed the due date:
- Upcoming - milestone's due date is in the
- Late - milestone's due date is in the
- Completed on x date - milestone has been
marked as complete.
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
- If the milestone status is complete, the
variance is the difference between the
original due date and the date it was
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.
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.
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:
- Milestones: all, upcoming,
- Include completed milestones -
use the checkbox to include or
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.
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
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